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Home » Newsletters » Sage 300 Newsletter – March 2016 » Sage 300 Tip 1 : Sage 300 AR Collections Simplified!

Sage 300 Newsletter – March 2016

Keeping You Up-To-Date With Information About Sage 300

Sage 300 Tip 1 : Sage 300 AR Collections Simplified!

By: Alecia Graham, Senior Business Analyst

If you are not using a CRM tool such as Sage CRM, there’s an easier way to collect outstanding AR – definitely not printing the Aging reports and jotting notes on paper which may, let’s face it, get misplaced. Sage 300’s Customer List & Customer Inquiry features gives you a quick and simple way to make your collection calls.

Step 1.

Select your list of customers to begin your calls

sage300-ar-collections-01

Use the “Customer List” icon to generate a list of customers that you want to work with based on your own criteria. To do this, go in to the Customer List icon and choose your criteria:

sage300-ar-collections-02

As with many Accpac screens, you can save these criteria so that you do not have to repeat these steps

sage300-ar-collections-03

Step 2

Once the list is generated, you can double-click on any entry to bring up the “Customer Inquiry” screen to use while making calls. You can also enter notes about each conversation on the comments tab – these notes are the same notes that appear in the Customer Master record.

sage300-ar-collections-04

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In This Issue
  • From the Desk of the Sage 300 Practice Director
  • Sage 300 in the Cloud – Are you Ready to Make the Move?
  • Key Improvements Using a Warehouse Management System (WMS)
  • Sage 300 Integration via APIs
  • FAQ: Moving from Sage 300 Financial Reporter to Sage Intelligence
  • Sage 300 Tip 1 : Sage 300 AR Collections Simplified!
  • Sage 300 Tip 2 : Sage 300 Accounts Payable Control Payments
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