RKL eSolutions Blog Trends and Insights

How to Track Your Collections with Sage Intacct

Do you find it difficult to keep track of your collections? Fret not! We have some amazing tips that can be used with Standard Intacct. Managing collections can be tedious, but with these tips, you can streamline the process and get back to other important tasks.

2 Simple Steps to Track Your Collections

Enter Collection Notes

The first step is to enter collection notes in the customer file using collaborate or custom fields. This way, user-defined fields can be created for notes, and you can choose when to assign a follow-up date. The action 'Collaborate' can be used to track notes, and it automatically stamps each entry with the correct date and time. This feature can also alert other team members that an action is needed, making it an efficient way to stay on top of your collections.

Tracking Collection - Collections View

By adding these notes, you can create a custom view with the collections fields, and then filter to show the customers with balances on their accounts. This will enable you to easily keep track of who needs to be followed up on and who has already been contacted.

Tracking Collection - Customers View

Resending Invoices to Customers

If you'd like to re-send outstanding invoices to your customers through a PDF, go to Order Entry > Print. We recommend creating a custom email specific for collections that would be different than sending original invoices. (To create a custom email, go to Company > Email Templates.) Make sure the following are reviewed before sending:

  • Enter date range to include older invoice dates
  • Check 'Previously Sent'
  • Check 'Unpaid Only'
  • Enter minimum amount to exclude zero or small amounts that should be written off

Tracking Collection - Print-Email Document

Tracking Collection - Print-Email Document 2

Want More Sage Intacct Features & Functions?

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question-markCheck out some of these blogs to get you started!

How to Use the Allocations Functions
How to Upload your Budgets using the Templates
Tips & Tricks: How to Navigate Using Shortcuts

Karen Hanley

Written by Karen Hanley

Karen Hanley is a Sage Intacct Senior Solution Architect with RKL eSolutions, LLC. Karen is an accomplished professional services consultant with over 25 years’ experience managing the implementations of accounting/ERP software through all phases of the project life cycle. Her areas of expertise are in software configuration, project management, data conversion, documentation, process improvements, reporting, and training. When not working, Karen enjoys traveling, sailing, golfing, and spending time with family and friends.