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CO

Collections

This bot executes collections workflow on past due invoices.

Function:

Accounts Receivable

Revenue Cycle Management

Steps

  1. Login to Accounting/ERP system.
  2. Get list of all invoices 90 days past due.
  3. Check history for last letter sent.
  4. Send next letter in workflow or send to collections agency.
  5. Update note in invoice.
  6. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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