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Finance | Project Oper...
How to Exclude Customers from a Collections Query
William W. - Profes...
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Finance | Project Oper...
Troubleshooting Emails before they get to Customers
William W. - Profes...
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Finance | Project Oper...
Upgrading to GP2013
William W. - Profes...
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Finance | Project Oper...
Upgrading to GP2013
William W. - Profes...
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Get Paid, Don’t Delay: Best Practices for Collecting Past Due Money from Other Bus...

As a business owner, collecting past due money from other businesses is a critical task to maintain your cash flow and ensure the financial health of your company. Outstanding invoices or balances can create difficulties in meeting your financial...

William W. - Profes...
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Which RegKeys – Collections Management for Dynamics GP?

Valid Registration Keys (RegKeys) are needed to operate Collections Management for Microsoft Dynamics[emoticon:6abd1cb2558648488dbea31d006afc59] GP.  However, with the transition of the Collections Management business from Microsoft to Professiona...

William W. - Profes...
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Quick Install of the new Collections Management

Installing the new Collections Management is a fairly simple process. Starting in the second half of 2013 an msi installer is available, but the other option is the long standing method of dropping data and chunk files into the Dynamics GP folders...

William W. - Profes...
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Making sure your system is setup for Collections Management Email

Collections Management has had the ability to email customers for a long time, and this feature is more crucial now than ever before. As more businesses choose to “Go Green”, paperless invoices are becoming critical for customers to streamline the...

William W. - Profes...
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Collection Plans: Not just for Debt Mitigation

Often times in Collections Management, users are tracking accounts receivable and late payments from customers. But one exciting new feature of Collection Plans for Collections Management is the ability to enter negative days as a first collection...

William W. - Profes...
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How to setup automatic processing of a Collection Plan in Collections Management

The Collection Plan feature added to Collections Management has been a big hit with users and business alike, as it takes the guess work out of the next step in the collections process. Once the system is up and running, in certain situations the ...

William W. - Profes...
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Get started off on the right foot with Sample Letters and Plans

One of the easiest ways to start using Collections Management is to use the included Sample Collection Data. These included tools need to be installed in a shared location where all users will be able to access them, so it is best to put them on a...

William W. - Profes...
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Fixing ‘Could not e-mail status report to Sender. Invalid Recipients’ error in GP ...

GP 2013 has taken a very big step towards consolidating and simplifying email setup windows. What information used to be found on several different windows across several modules are increasingly becoming consolidated onto the Internet Information...

William W. - Profes...