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SunSystems Collect

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Description

Delegates will become familiar with the way the Collect program is set up and used.  All required setup functionality will be studied and effective and efficient utilization of the program will be emphasized. The creation of automatic processes for the generation of dunning letters, that is, the credit control document cycle, will also be explored.

Suitable for  

• All users who wish to understand or use the Collect program

• SunSystems key users

• Internal Support staff

Pre-requisites         

• A basic understanding of SunSystems Ledger Accounting module

• An understanding of basic accounting

Objectives:

At the conclusion of this course, delegates will be able to do the following things.  

• Understand the concepts of Collect

• Create Action types

• Create Ageing Bands

• Create Notes 

• Create new address details and contact records

• Create Search Sets

• Create To-Do Lists

• Produce debtors statements

• Produce dunning letters

• Run Standard reports

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