Exceleron Sage Collect

Function : AR Collection   |  Solution :  Sage CRM    |  MODULE :  AR   |  INDUSTRY:  All

Having outstanding invoices can hinder your organization from funding growth initiatives. Exceleron Sage Collect is an enhanced collections solution to streamline the collection of outstanding invoices and payments. The tool includes a selection of useful features that you can modify to suit your own needs for your collection.

Software Requirements

Supported version of Sage CRM and Sage 300

Microsoft Office 2013+ or Office 365

SQL

Features & Benefits

Interactive Dashboards: Effortless pull Sage 300 invoice information and review on an interactive dashboard any outstanding invoices. The interactive dashboard comes with three unique views: 

• The Collections Manager Management dashboard provides an overview of your outstanding invoices. 

• The Collections Manager User dashboard gives summary information of unpaid invoices that are assigned to the user. 

• The Collections Manager Company dashboard gives a summary view of unpaid invoices for an accounts receivable customer. 

Print and Email Statements with Ease: Reduce processing time from hours to minutes when collecting, collating, and distributing outstanding invoices. Your collection team can create PDFs of invoices and statements which can be added as attachments to a custom email.  

Streamline Workflows: Set up custom workflows to optimize your collections process. These workflows will be based on your company’s collection process to help reduce errors and save time.