SunSystems Collect is a comprehensive, structured debt collection management system. SunSystems Collect allows for the: - Maintenance of unlimited contacts, addresses and categories.
- Ageing of unallocated transactions according to user defined bands.
- Listing of tasks by collector, action required or diary dates.
- Management of unlimited notes against accounts.
- All future actions can be tracked by user or by action.
- All collection documents, letters, spreadsheets etc, can be stored in a debtor note.
- Maintenance of unlimited tailored collection letters and standard correspondence.
- Linking of transactions to actioned notes.
- Summarising of account statistics.
- Powerful statistics will ensure the appropriate response by your collection staff to any situation.
- Splitting of SunAccount transactions to allow instalment payments.
- Drill down to integrated external systems for supporting sales invoice reprint.
- Reduction in debtor days. A positive Return on Investment (ROI) should be a motivation when deciding on software. With SunSystems Collect, the ROI can be quickly measured. For example:
Balance of debtors * (number of days in sales period/value of sales in sales period)
Debtors balance = 2,800,000
Sales in quarter = 6,000,000
Number of sales in sales period = 90
DSO = 42 days
Target DSO 35 days (a reduction of 7 days) gives a cash inflow of $466,667
Continuous thread of discussion with your debtor ensures that your collection staff are not wrong footed and their energies are focused on moving the collection process forward. Store all notes against a debtor and also attach the applicable transactions to the note.
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The View menu allows you to change default settings of the Collect system. From the View menu, select Options and click on the Account and Note Views Tab. |
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The To do List function within SunSystems Collect is designed to easily review, and act upon collection details by simply selecting and clicking on an icon For example, every morning a collection manager prior to calling customers can check on what current tasks still outstanding. You are able to achieve this by using the To Do list within Collect. Open your To Do list and click on the Date tab. The following screen is opened: Click here to see the screenshotThe date highlighted in green is today’s date. We can see that there is a number in the bottom right corner of the screen. This number indicates the number of outstanding notes you are required to attend to today. To view the items, double click on the date in question. This will open a listing of the notes outstanding. Use the User and Action fields to limit the notes to only those you would like to view. Write Comment (0 Comments) |
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Overview Search set maintenance allows the definition of parameters which are to be used when generating a search to extract all relevant accounts which meet the specified criteria within a ledger. Search Sets are designed to enable the extraction of accounts which meet a specified criteria, for example, all debtor accounts with invoices outstanding for 14 days or more. It is via Search Sets that you access the screen to process pre-defined letters to clients, or for example, all debtor and client accounts with an outstanding 30 day balance of $10,000.00 or more, and with notes not completed with an action of PTP (Promise To Pay). The Search Set details established here are used by To do Lists. Note: The selections made within a search set are joined by AND. In other words, a Search List is the result of the accumulation of all the selection parameters. |
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Once you have finished work on an account, and all notes are done, you are able to archive the notes that have been created for an account, or for a range of accounts. |
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