AR Collections....What do you use? What's available...

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Ok well i tried the online chat...I tried calling the main number...and then i tried the sales dept...now I am here :)

 

Can anyone please share what you use for collections/tracking that either works with Sage CRE (or I am hoping)....we are in desperate need of something to help with reminders, tracking, etc....our receivables are getting out of hand and unfortunerly the person i have doing the job is not great at it...that being said, she's been here a long time and the owners are not willign to budge.....i really need something to help her to get a handle on these accounts.  We tried using the collection that's part of it...but that doesnt seem to work at all or at least i can't find any data after i enter stuff....

Is their something that works with Sage CRE that can either, link up, sync etc? Something...

 

Deperate in Ottawa Smile

 

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  • 0

    I have to agree with you, the Correspondence log in Sage CRE Accounts Receivable is one of the worst written features within the entire software.  The logic behind how it is saved in the database is flawed, and the lack of direct integration with ACTUAL unpaid (per AR Status record) invoices is frustrating.

    However, with that all said, we use it.  Basically we found a way to use it, and we have a nice Crystal Report aging with correspondence printing on the report, we use for collections.  It's a Crystal Report we had a consultant write for us (not a canned one), and it works nicely for us.  

    I think the when using the correspondence log is to get a nice collections report out of Timberline that will print the correspondence on it.  It is much easier said than done though.

  • 0 in reply to Mike T.

    Glad to see that I am not the only one...Mike do you have any tips on using the Correspondance log? I have consultants that write me a report per say...but I just can't get the log to work, nor can i find the data after...I think the concept is great, i just don't see it working at all.....Do you have an example of what you would see, just so that I can see that their is hope still....Thanks agaiN!

  • 0 in reply to Tacha

    This forum isn't allowing me to post a picture of my aging, but it is a simple aging in Crystal reports, that prints correspondence related to the invoice below each invoice.  Each correspondence is tagged (In the regarding tab) to a customer, contract, job and invoice number, which is how the aging knows where to print it. 


    We never really go back to a correspondence after entering it, we just update it with a new correspondence, and the aging prints them in date order, so you can see the progression.  One of the reasons why we never go back to it is because of the difficulty of finding it, since it is in the database by date and time, which is painful. 

    Anyway, when an invoice is paid in full, it drops off the aging, and the correspondence doesn't print anymore.  So all is good then, and we never really look back.

  • 0 in reply to Mike T.
    SUGGESTED

    Hello Mike and Tacha -

    There is a tool that ties into the Sage 300 Construction and Real-Estate called My Assistant that I believe would be perfect for the challenge you are referencing.  It allows you to monitor your database for "conditions", that when present, it can identify which customers are past due to your internal staff, and you could even send an automated statement of account/dunning letter to the consumer, if you choose.

    The My Assistant tool can do this for virtually every data element within the software, not to mention a number of other functions.  Some of the common things that customers will use My Assistant for include - e-mailing vendors and employees copies of electronic payments and direct deposits, notifying vendors and internal staff or expiring or expired Workers Comp/Bonding Insurance/General Liabilitiy Insurance, regular e-mails of canned Job Cost reports to field staff of current costs on their jobs, e-mails notifying staff of cost overruns at the job or cost code level, notifications for RFIs or Change Requests that are past due.  The system comes with hundreds to predefined tasks/notifications - a few of which I have identified above.  The ultimate value of the system is that you can configure My Assistant to manage your system and automate functions that today you do not have the time or resources to ensure you are tracking.

    Mike - if you like the report you have created - with My Assistant you could set up a task, where you get a copy of that report every week - in addition to all of the above options.

    We do regular webinars on this product.  If you would like more information on this tool or would like to get an invite for our next webinar, please contact your Customer Account Manager at 800-858-7095.

    Here is also a link to a write up on how one company was able to to use the My Assistant tool  to make their business more efficient - www.i-s-design.com/.../Foremost.pdf.

    I hope this helps!

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  • 0 in reply to Mike T.
    SUGGESTED

    Hello Mike and Tacha -

    There is a tool that ties into the Sage 300 Construction and Real-Estate called My Assistant that I believe would be perfect for the challenge you are referencing.  It allows you to monitor your database for "conditions", that when present, it can identify which customers are past due to your internal staff, and you could even send an automated statement of account/dunning letter to the consumer, if you choose.

    The My Assistant tool can do this for virtually every data element within the software, not to mention a number of other functions.  Some of the common things that customers will use My Assistant for include - e-mailing vendors and employees copies of electronic payments and direct deposits, notifying vendors and internal staff or expiring or expired Workers Comp/Bonding Insurance/General Liabilitiy Insurance, regular e-mails of canned Job Cost reports to field staff of current costs on their jobs, e-mails notifying staff of cost overruns at the job or cost code level, notifications for RFIs or Change Requests that are past due.  The system comes with hundreds to predefined tasks/notifications - a few of which I have identified above.  The ultimate value of the system is that you can configure My Assistant to manage your system and automate functions that today you do not have the time or resources to ensure you are tracking.

    Mike - if you like the report you have created - with My Assistant you could set up a task, where you get a copy of that report every week - in addition to all of the above options.

    We do regular webinars on this product.  If you would like more information on this tool or would like to get an invite for our next webinar, please contact your Customer Account Manager at 800-858-7095.

    Here is also a link to a write up on how one company was able to to use the My Assistant tool  to make their business more efficient - www.i-s-design.com/.../Foremost.pdf.

    I hope this helps!

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