Corporate Profile

• Complete Risk Management System
• Support Documentation Storage
• Maintains Parent/Child Relationships for Subsidiaries, Affiliates, Divisions
• Consolidates Credit Limit and Aging for all Affiliates
• Calculate Suggested Credit Limits
• Calculates Credit Scores
• Calculates Potential Risk Dollars
• Develop Prospect Data Online for New Accounts
• Attach and Store Support Documentation
• Archive Credit Reviews
• Web Links to Your Favorite Credit Web Sites
• 34 Customizable Fields

Financial Statements, Bank & Trade References

• Record Financial Statements and Credit Reference Data Online for Quick Analysis
• Calculates Key Financial Statement Ratios
• 3rd Party Credit Reports can be Attached to Each Customer File and Retrieved Online, such as D&B, Experian, Equifax, Credit Group Reports, etc.
• Tickler Files for Quick Follow up

Alternative Financing

• Record Pertinent Alternative Financing Data Online for Follow up, such as Credit Insurance, Letters of Credit, Mechanics Liens, Security and Guarantor Agreements
• Manage Important Legal Filings and Expiration Dates
• Tickler Files for Quick Follow up

Credit Evaluation / Scoring

• Archive Credit Limit Recommendations and Approvals
• Manage Credit Risks by Breaking Credit Limit Into 3 Components (Credit Qualified Line, Alternative Financing Line and Business Decision Line)
• Unlimited Contact Directory
• Use Customized WORD Templates to Email, Fax or Print
• Prepare Credit Reference Responses & Email, Fax or Print
• Establish Credit Limit Review Cycles
• Review and Analyze a Variety of Credit Evaluation Reports
• Customizable Value Sets for Credit Scoring
• Create Multiple Risk Levels for Different Business Segments or Economic Market Conditions
• Suggests Credit Limit Using Internal Credit Data in Conjunction with Customizable Value Sets

Workload Organizer

• Consolidates Tickler File Follow up Notes on One Screen
• User Toggles to Tickler File Follow up to each Area with One Click
• Use Database Queries to Prioritize Workload Action Items
• Use Database Queries to Create Excel Spreadsheets
• Quickly Locate Customers Who Have Broken Payment Promises

Reports

• Program Comes With Standard Reports
• Easy to Use Report Wizard for Creating Ad Hoc Reports
• Print, Fax or Email Reports with Just 2 Clicks
• Measure Employee Performance as well as A/R Results

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Collections

• Complete Collection Program
• Manage & Monitor Collection Calls
• Monitor Payment Promises
• Export Data to Excel for Further Analysis
• Support Documentation Storage
• Create WORD Templates as Form Letters
• Prepare Statements of Faxing or Email
• Dunning Letters for Faxing or Email
• Manage Tickler File Reminders
• Management Reports
• 39 Additional Customizable Fields

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Workload Organizer

• Consolidates Tickler File Follow up Notes on One Screen
• User Toggles to Tickler File Follow up to each Area with One Click
• Use Database Queries to Prioritize Workload Action Items
• Use Database Queries to Create Excel Spreadsheets
• Quickly Locate Customers Who Have Broken Payment Promises

Reports

• Program Comes with Standard Reports
• Easy to use Report Wizard for Creating Ad Hoc Reports
• Print, Fax or Email Reports with Just 2 Clicks
• Measure Employee Performance as Well as A/R Results

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• Complete Dispute & Deduction Management System
• Assign Dispute Reason Codes
• Assign Ownership for Resolution
• Efficient Tools for Managing Multiple Disputes & Deductions
• Support Documentation Storage
• Tickler File Reminders
• Workload Organizer
• Management Reports
• 37 Additional Customizable Fields

Workload Organizer

• Consolidates Tickler File Follow up Notes on One Screen
• User Toggles to Tickler File Follow up to each Area with One Click
• Use Database Queries to Prioritize Workload Action Items
• Use Database Queries to Create Excel Spreadsheets
• Quickly Locate Customers Who Have Broken Payment Promises

Reports

• Program Comes with Standard Reports
• Easy to use Report Wizard for Creating Ad Hoc Reports
• Print, Fax or Email Reports with Just 2 Clicks
• Measure Employee Performance as well as A/R Results

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Credit Profile

• Maintains Parent/Child Relationships for Subsidiaries, Affiliates, Divisions
• Consolidates Credit Limit and Aging for Affiliates
• Documentation can be Linked to each Customer File and Retrieved Online
• Unlimited Contact Directory
• Establish Credit Review Date Cycles
• 37 Additional Customizable Fields

Financial Statements, Bank & Trade References

• Record Financial Statements and Credit Reference Data Online for Quick Analysis
• Calculates Key Financial Statement Ratios
• 3rd Party Credit Reports can be Attached to each Customer File and Retrieved Online, such as D&B, Experian, Equifax, Credit Group Reports, etc.
• Tickler Files for Quick Follow up

Alternative Financing

• Record Pertinent Alternative Financing Data Online for Follow up, such as Credit Insurance, Letters of Credit, Mechanics Liens, Security and Guarantor Agreements
• Manage Important Legal Filings and Expiration Dates
• Tickler Files for Quick Follow up

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Collection & Deductions

• Record and Archive Every Collection Call
• Create Record for Every Dispute and Deduction
• Review Aging and Open Item Status
• Customizable Aging Periods
• Create Dunning Letters to Email, Fax or Print
• Create Statements (With or Without Credit Balances) to Email, Fax or Print
• Create Customized Letters to Email, Fax or Print
• Establish and Monitor Payment Promise Schedules
• Track and Monitor Dispute Reason Codes
• Assign and Track Dispute Resolution Ownership
• Assign Customers to Collection Agencies and Monitor Activity
• Establish Bad Debt Reserves
• Documentation can be Linked to each Customer File and Retrieved Online
• 37 Additional Customizable Fields
• Tickler File Reminders for Follow up Calls and Broken Payment Promises
  
  One Click Away From:
• Aged Open Items
• Initiating a Dispute Log
• Creating Line Item Notes
• Recording a Collection Reason Code for Non-Payment
• Reviewing and Analyzing a Variety of Collection Reports

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Workload Organizer

• Consolidates Tickler File Follow up Notes on One Screen
• User Toggles to Tickler File Follow up Area with One Click
• Use Database Queries to Prioritize Workloads
• Use Database Queries to Create Excel Spreadsheets
• Quickly Locate Customers Who Have Broken Payment Promises

Reports

• Program comes with Standard Reports
• Easy to use Report Wizard for Creating Ad Hoc Reports
• Cash Forecasting Tools
• Print, Fax or Email Reports with Just 2 Clicks
• Measure Employee Performance as well as A/R Results

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