Our credit management solution
Dunning refers to the process of methodically communicating with customers to ensure the collection of accounts receivable.
It is important to settle outstanding invoices as soon as possible, but not at the expense of the relationship with the customer. Onguard’s credit management solution, CreditManager, allows you to segment your customers based on their attributes and behaviour. This saves time, so you can focus on the exceptions and value-adding activities. You can also easily investigate and resolve complaints through the same platform.
Gain control over your processes
Focus on exceptions and customer relationships
Increase customer satisfaction
Cloud based solution
Integrated with all major ERP-platforms
- Key accounts
- International clients
- Debtors who are high risk
Flawless integration with our other order-to-cash solutions
- You can import data from our risk management solution, PolicyManager into our dunning solution CreditManager as part of the daily import procedure.
- CreditManager also supports real-time credit risk data through API’s that connect with our Credit Risk partners.
- CreditManager displays information from our partners, based on advanced data analytics as additional debtor information, as part of the credit score formula.
- By monitoring possible risk threats, users can be informed pro-actively and dunning procedures can be adjusted to minimize the risks.
- Payments processed in MatchMaker are immediately visible in CreditManager and these payments will be dismissed from future action.
- Only new invoices are read instead of the whole database every day. This is convenient if invoicing takes place on multiple systems
- The journal entry made by MatchMaker can be made on ledger level or debtor level in the main software package (ERP) to guarantee the match
- Information from CreditManager enhances the logic used in the automatic matching process within MatchMaker
- CreditManager provides additional information so that MatchMaker can create more accurate suggestions for manual matching
- Extra information shared between MatchMaker to CreditManager improves the logic used in the workflows
- Transfer outstanding invoices directly to the collection agency via web services - a file will then be created automatically
- You can directly add new invoices to the file
- Work is logged from Collector and can also be seen in the CreditManager logbook
- The collection agency can also request copy invoices
- The collection agency can also create a task in CreditManager so that a CreditManager user can provide additional information or respond to a request
- Database - Microsoft SQL Server 2008 and higher
- Webclients - ASP.Net
- Reporting - Microsoft Reporting Services
- Letters - Word / PDF / HTML / XML
- E-mail - SMTP or Outlook
- Development method - Scrum
- Implementation - Prince2
Easy IntegrationOur credit management tool, CreditManager, is easily integrated into your corporate environment or existing ERP system. Our cloud solution offers you great advantages:
- Offers access to your workload and/or administrations, anywhere, anytime;
- Allows you to focus on your core activities and no extra pressure on your internal IT department;
- Access to efficient support by our support desk;
- Offers maximum security