CollectSoft© Reporting

"How far past due is that company, anyway?" or "I thought their balance was lower" are quotes we've all probably heard over the course of our careers with respect to past due accounts. Were there any new promise dates set this week? What was the detail of the discussion that was held? How much was received this week by specific accounts? CollectSoft© helps answer this and more with a number of pre-formatted reports.

Reports are a crucial part of dispersing information. Some staff members require different views than others, some need "big picture" views, and others information regarding only specific accounts. Without the ability to produce accurate reports with the format and fields necessary, decisions become delayed, and even worse, flawed. What is needed is an application that not only can track and communicate the appropriate information, but can also provide it in the necessary report formats for the appropriate dissemination of information.

CollectSoft© provides a number of common reports necessary to the past due account collection process. CollectSoft© eliminates the need to spend excessive amounts of time developing reports for common views, aRnd include Accounts Receivable Aging; Customer Ledger (Activity); Previous Notes and Discussion; and invoices for both the Dashboard and Customer Invoice panels. All reports are designed to represent a firm's profile, and additional reports and format requests may be submitted for custom development.

• Customer Invoice View: Allows users to print reports for the customer that are currently in view.

• All Reports: With this option, users have ability to print reports for multiple customers.