Collection management component.

Our collections component allows for the management of collection accounts. It provides both internal and external capabilities:

  1. Prevents CSRs or customers from adding new services to existing collection accounts
  2. Maintains an internal negative file on collection accounts

When new customers are entered into TimelyBill, the system searches for the account's taxpayer ID, street address and/or partial name matches. All potential matches are then visually presented to the CSR.

Collections tool features

  • Check new accounts (Names, SSN/EIN and addresses) against internal collections
  • Collection accounts are blocked from new service creation
  • Automatic FTP, email, or file generation for external collections management
  • User definable file format
  • Assign internal collection follow-ups to individual users or groups