Develop automated strategies for managing the variety of stages, actions and notifications required when chasing AR.

Populate work lists with tasks based on assignment.

Schedule automatic processes and/or reports to perform one or more batch actions automatically like sending emails or reminder letters at 30 and 60 days or choose any parameters you wish.

Automatic processes, created through a wizard, can also escalate notifications, setting them aside for executive approval before mailing, then logs them.

Auto processing knows which accounts should be acted on, which can be run at regular intervals or run automatically as a scheduled event or to run during off hours.