Collection management component.
Our collections component allows for the management of collection accounts. It provides both internal and external capabilities:
- Prevents CSRs or customers from adding new services to existing collection accounts
- 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