EZ Collect for AcumaticaNexvue
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SES Workflow ManagementSLAM Energy Software
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Related Products
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About
With EZ-Collect you increase your cash flow as your accounts receivable, days outstanding, and bad debt write-off decrease. EZ-Collect leverages tasks, activities, and notes in your Acumatica system to create an automated workflow that makes collectors more effective and more efficient. EZ-Collect helps manage the entire collections effort by providing rules-based automation, empowering the collector to accept on-the-spot payments and manage requests for extended credit. Rules-based automation automatically assigns troubled invoices to collectors and assigns collection tasks, preventing individual invoices and troubled accounts from “falling through the cracks.” These tasks help direct and prioritize the overall collection efforts, whether there is one collector or many. When EZ-Collect is implemented with EZ-Pay, collectors will have the ability to accept credit card or e-check payments while on the phone.
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About
Define your own method for progression from one stage to the next in a workflow - everybody must approve a request, more than half need approve (majority rules), or anybody can approve There are also multiple ways to automate the workflow process in SES’s software. Requests can be automatically assigned based on the request fields selected by your users and staff. Quick Assign Rules will auto-select workflow and choose assignees for routine requests and staff assignments. Automatic email rules let you decide who is notified about an issues and when. Maybe the department head needs to only know when a new issue is open and then at final approval, but the Project Manager needs to be alerted every step of the way. Set up rules such as this with a few clicks of the mouse. Once an email notification is received, based on the recipients permission level, they can access that record right from a link in their email and work on it from there.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies in need of a solution to maximize their accounts receivable collection efforts
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Audience
Companies searching for a solution to manage and improve their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$700.00/one-time
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNexvue
United States
nexvue.com/ez-collect-for-acumatica/
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Company InformationSLAM Energy Software
Founded: 2012
United States
www.slam-energy-software.com
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Categories |
Categories |
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Accounts Receivable Features
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
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Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Integrations
No info available.
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Integrations
No info available.
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