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WorkflowAR is a web-based, bolt-on application designed to take the valuable data your ERP or A/R System creates and turn it into useable, valuable receivables information, provide Portfolio analysis tools and monitor and improve workflow processes.
WorkflowAR provides a tool to automate and prioritize workflow activities based on the specific work rules decided upon by management. It allows each employee to work through their day with a prioritized task list, allowing users an easy way to spend less time on administrative activities and more time one-on-one collecting with their clients.
A/R systems are generally not built with the Credit and Receivables professional in mind. Along the way, they generate an enormous amount of valuable data, but don't provide a way to turn that data into information. Receivables professionals have to rely on corporate I/T departments to get the information they need through custom reporting or manipulating data manually in Excel.
Accounts receivable is usually the largest corporate asset on a company's balance sheet, but typically has the weakest set of analysis tools available!
With WorkflowAR, the information you need is at your fingertips. WorkflowAR is a cost effective solution designed by receivable professionals for receivable professionals that complements your existing A/R system and provides the right tools for individuals at all levels to unlock the data trapped in your current system.
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Downloadable Pdfs
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Key System Features:
- Automate and Prioritize workflow activities in alignment with corporate objectives. By management simply creating customized work rules credit and receivables professionals are not only shown what activities take priority, but it also defines and guides them to their next step.
- WorkflowAR contains a high-level Financial Portfolio Analysis feature to allow you to focus on key corporate measures across your customer base, using our flexible hierarchy structure to categorize information by business unit, region, individual, company or in any way you separate your receivables.
- Centralized access to information needed for Customer Analysis allows efficient management of your most important asset, the customer. WorkflowAR provides detailed financial summaries, payment trends, deduction data and much more. Identify, prioritize and resolve issues more efficiently allowing for superior levels of customer satisfaction.
- No more waiting for lengthy reports to be run. With Ad-Hoc Queries, quickly access the data important to you as all your needed information is only a click away.
- Setting accurate general ledger reserves for Bad Debts and Deductions are critical to your bottom line. Reserve analysis tools provide an easy way to help determine dollars needed to support the reserve.
- Senior Management faces numerous challenges in understanding the key receivable drivers and reacting accordingly. Executive Dashboard provides a flexible means to monitor these key performance indicators, resulting in quality strategic decisions.
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