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User Guide
Product Distribution File
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TaiRox Collections
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Data Management Suite
Copy Company
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Fast Clear History
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TaiRox Collections
Available for $1,395 + $350 per year, TaiRox Collections provides collections features integrated into the Sage 300 desktop and stored in a Sage 300 company database. Manage overdue invoices, disputed invoices, promised payments, payment due alerts, cases, notes and communications from a collections-focused dashboard.
Download All The Essentials: PDF Handout (key info and video links in one file)
Watch: 6:48 TaiRox Collections Overview
*New* Support is provided for Sage 300 2022.
*New* Integrate with email calendars. Watch: 3:19 Send Calendar Event Emails
*New* Alert customers that invoice payments will be due soon. Watch: Send Payment Due Alerts
*New* Change Log inquiry and report programs are added. See recent changes made by users.
*New* Support is added for installation on the Sage Partner Portal.
*New* Overdue Payment Reminders will now generate phone call tasks as well as emails.
"The TaiRox team continues to knock it out of the park by developing great new products that enhance the performance and functionality of Sage 300. Our customers who have TaiRox products installed love them!" Kelly Hummel, Net@Work.
More Technical Details:
Implementation Guide. A step-by-step method for Collections implementation.
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Find it Fast
•  TaiRox Collections is fully integrated into the Sage 300 desktop.
•  Searches like an internet search engine using optimized database queries.
•  Everything you want to see is one click away.
•  Optional fields are searchable, sortable and display in grids.
•  Every change to every field for every entity is kept forever (until purged).
Manage Collections Faster with More Information At Hand
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•  Manage Overdue Payment Reminders to Improve Cash Flow. Email stage-specific overdue payment reminders and generate phone call tasks for customers with overdue accounts. The program skips on hold invoices, lets you include invoices as attachments, sends emails to multiple company contacts, and lets you opt out customers or add customer-specific grace periods. Scheduled collections phone call tasks appear on users' dashboards. Watch: https://vimeo.com/604986255
•  Speed collections with payment due alerts. Send payment reminder emails to company contacts before their invoices are due. Payment due emails list all unpaid – but not overdue – customer invoices in each email. The program lets you attach due invoices as PDF files, and sends emails to multiple company contacts. Watch: https://vimeo.com/604999626
•  See an enhanced, lightning-fast Aged Trial Balance. See an ATB that flags unapplied cash, disputed invoices and collections cases. Filter by customer groups and disputed invoices. Create a collections case on the spot or drill down to an existing case. Flip from a customer-centric view to a document-centric view with one click. Don't wait for a printing process when you can see the same information on screen in less than a second. Watch: https://vimeo.com/605003090
•  Record and Manage Disputed Invoices. Create and maintain a record of which invoices are in dispute. Include a revisit date so that the disputed invoice will appear on users' dashboards. Optionally assign to a specific person. Watch: https://vimeo.com/605006489
•  Track Promised Payments. Record date promised, amount promised and amount paid. Include a revisit date so that the promised payments will appear on users' dashboards. Watch: https://vimeo.com/605008276
•  Track All Invoices. Attach notes and documents to invoices before they become overdue or disputed. When the status of an invoice changes, the notes are right there. Watch: https://vimeo.com/605818798
•  Assess Collections Performance See trend lines in the Average Days to Pay and Average Days Overdue charts. Review details and totals in the Disputed Invoices and Promised Payments reports.
•  Resend A/R and O/E documents to customers in 30 seconds. Stop searching through email or network folders. Find the company using internet search capabilities. Click on Send Documents and the invoice is recreated as a PDF file and emailed to multiple contacts at the company. Drag and drop files to the communication. Watch: https://vimeo.com/605016839
•  View collections cases in a dashboard. The dashboard shows a concise list of cases to be revisited by date. Change the display to daily, weekly or monthly with one click. Flip between cases assigned to you and to your team with one click. Watch: https://vimeo.com/604976266
•  Bulk Send Invoices, Statements and Letters. Enhance core functionality by sending to multiple contacts per customer. Store a record of sent emails in a network location, independent of email client or server folders. Email records retain the body and all attachments in a single EML file that can be opened with one click and resent with another click. Watch: https://vimeo.com/605018210
•  Integrate with your calendar. Turn on the option to send a calendar attachment by email to the Sage 300 user whenever a case or task changes. Watch: https://vimeo.com/604980928
Summary of Sage 300 Related Features
•  Customer aging performs the same calculations as Sage 300 Accounts Receivable.
•  Optional Fields extend functionality like any other Sage 300 module.
•  DBDump and DBLoad all data just like any other Sage 300 SDK module.
•  There is no complicated licensing scheme. Sage 300 LanPaks are all that's needed.
•  Keys and mouse-clicks behave as any Sage 300 user would expect.
Platform Requirements
•  Sage 300 2014 to 2022: A single set of executable programs, installed using Setup2014-2022.msi, works with all these platforms.