AR Collections....What do you use? What's available...

Question

Ok well i tried the online chat...I tried calling the main number...and then i tried the sales dept...now I am here :) 
 
 Can anyone please share what you use for collections/tracking that either works with Sage CRE (or I am hoping)....we are in desperate need of something to help with reminders, tracking, etc....our receivables are getting out of hand and unfortunerly the person i have doing the job is not great at it...that being said, she's been here a long time and the owners are not willign to budge.....i really need something to help her to get a handle on these accounts. We tried using the collection that's part of it...but that doesnt seem to work at all or at least i can't find any data after i enter stuff.... 
 Is their something that works with Sage CRE that can either, link up, sync etc? Something... 
 
 Deperate in Ottawa

Todd J - Sage · Answer

Hello Mike and Tacha - 
 There is a tool that ties into the Sage 300 Construction and Real-Estate called My Assistant that I believe would be perfect for the challenge you are referencing. It allows you to monitor your database for "conditions", that when present, it can identify which customers are past due to your internal staff, and you could even send an automated statement of account/dunning letter to the consumer, if you choose. 
 The My Assistant tool can do this for virtually every data element within the software, not to mention a number of other functions. Some of the common things that customers will use My Assistant for include - e-mailing vendors and employees copies of electronic payments and direct deposits, notifying vendors and internal staff or expiring or expired Workers Comp/Bonding Insurance/General Liabilitiy Insurance, regular e-mails of canned Job Cost reports to field staff of current costs on their jobs, e-mails notifying staff of cost overruns at the job or cost code level, notifications for RFIs or Change Requests that are past due. The system comes with hundreds to predefined tasks/notifications - a few of which I have identified above. The ultimate value of the system is that you can configure My Assistant to manage your system and automate functions that today you do not have the time or resources to ensure you are tracking. 
 Mike - if you like the report you have created - with My Assistant you could set up a task, where you get a copy of that report every week - in addition to all of the above options. 
 We do regular webinars on this product. If you would like more information on this tool or would like to get an invite for our next webinar, please contact your Customer Account Manager at 800-858-7095. 
 Here is also a link to a write up on how one company was able to to use the My Assistant tool to make their business more efficient - www.i-s-design.com/.../Foremost.pdf . 
 I hope this helps!

Sage Construction & Real Estate

AR Collections....What do you use? What's available...

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