> -----Original Message----- > From: [EMAIL PROTECTED] > [mailto:[EMAIL PROTECTED] On Behalf Of > [EMAIL PROTECTED] > Sent: Tuesday, July 01, 2008 11:46 AM > To: u2-users@listserver.u2ug.org > Subject: Re: RE: [U2] [UV] AR collection software > > John > > Are you making the move from being factored to trying to > doing your own credit and collections? So that you need to > track outstanding orders and compare them to outstanding > invoices and the customer's credit limit? > > Or do you already have invoicing, cash posting and an aging > system? And just want to track dunning your customers? > So that you want to keep an electronic phone log of who was > called by whom and when and which invoices? > > Roger
Roger, it's the latter. We want to automate the collections specialist's process so she doesn't have to flip through screens and do research to figure out who to call next. Unfortunately I don't have too many other details at this point. We're still in the process of gathering user requirements. -John ------- u2-users mailing list u2-users@listserver.u2ug.org To unsubscribe please visit http://listserver.u2ug.org/
