Using Collections Management in Dynamics GP

The Collections Management module in Dynamics GP is not widely used, and that is perplexing. The Collections Management module can assist you in managing your accounts receivable, to improve cash flow and reduce delinquent accounts. The module includes features that allow you to easily and quickly respond to your customers’ requests, and to document your collection efforts so that your accounts receivable are properly managed and controlled.

There is almost no setup required to use it, and it is pretty easy to learn.

The main collections screen give you instant access to almost all customer information within GP. Here it is:

Here is a quick video that shows Collections Management in Dynamics GP.

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