Open Forum

AR automation

  • 1.  AR automation

    Posted Apr 09, 2019 05:15 PM
    I am looking to find a way to automate AR payments.  Any suggestions?

    ------------------------------
    Jan Cahill
    Revenue & Receipts Coordinator
    Port of Olympia
    Olympia WA
    ------------------------------


  • 2.  RE: AR automation

    GOLD CONTRIBUTOR
    Posted Apr 09, 2019 05:24 PM
    Set up a lock box with your bank. Then use SKSoft's Lockbox Processing module from their eBanking suite.

    ------------------------------
    Jonathan Van Houtte
    Architect
    XLstatements, LLC
    Clifton Park NY
    ------------------------------



  • 3.  RE: AR automation

    Posted Apr 09, 2019 05:51 PM
    Thanks, Jonathan.  I have one problem with that.  The bank account belongs to the county treasurer.  We are a sub user under them.

    ------------------------------
    Jan Cahill
    Revenue & Receipts Coordinator
    Port of Olympia
    Olympia WA
    ------------------------------



  • 4.  RE: AR automation

    Posted Apr 10, 2019 07:39 AM

    Jan,

     

    Have you taken a look into the Central Account Portal solution from Catalina Technology?

     

    Regards,

     

     

     

    benefit blanco (baja res).gif

     

    Antonio Martínez Cano

    Director de Operaciones

    T: +52 (81) 8004 0730

    T: +56 (2) 2405 3051

    C: +52 1 (81) 8185 2580

    amcano@benefit.mx

    www.benefit.mx

    Monterrey, MEXICO | Santiago, CHILE

    SILVER ERP.jpg

     

     






  • 5.  RE: AR automation

    BRONZE CONTRIBUTOR
    Posted Apr 10, 2019 10:11 AM
    Edited by Mike Edgington Apr 10, 2019 10:11 AM
    I would recommend Account Central, from Catalina, also.  Customers login and apply the payment themselves.  One step, performed by the customer, processes a credit card or echeck and creates a payment application directly in SL.  A new modification will allow the customers to apply their credit memos directly with the payment also.  Brian and Tim are great to work with!!

    ------------------------------
    Mike Edgington
    Controller & Director of Human Resources
    Len Busch Roses
    Plymouth MN
    ------------------------------



  • 6.  RE: AR automation

    BRONZE CONTRIBUTOR
    Posted Apr 11, 2019 01:58 AM
    As others have mentioned, our account central product will probably do the trick.  I can give you more information if you would like.  I will also be at the DSLUG conference.  Here is a quick video of a demo I did:
    https://youtu.be/IJOtJG0zIHM

    ------------------------------
    Brian Wharton
    brian@catalinatechnology.com
    Founder/President
    Catalina Technology
    Redondo Beach CA
    ------------------------------



  • 7.  RE: AR automation

    Posted Apr 12, 2019 10:19 AM
    I'll be at the conference as well and look forward to discussing this feature

    ------------------------------
    Anastasia Sherman
    AnazaoHealth
    Tampa FL
    ------------------------------



  • 8.  RE: AR automation

    TOP CONTRIBUTOR
    Posted Apr 12, 2019 10:23 AM
    I use account central with Catalina for 1 of our companies.  It works like a champ.  It was fairly easy and painless to setup / test / rollout.

    ------------------------------
    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
    ------------------------------