Welcome to our guide on the Dunning feature in Empress. This tool is crucial for business users who are keen on managing overdue payments in an effective and organized manner. From a business perspective, it’s essential to ensure that all payments are properly tracked and accounted for, and the Dunning feature is designed to simplify this process.
Introduction to the Dunning Feature
The Dunning feature in Empress is a comprehensive tool that allows you to manage and track overdue payments. With this feature, you can create, view, edit and sort dunning records, which are essentially formal reminders sent to customers who have overdue payments.
This feature is vital in maintaining a smooth cash flow and ensuring your business operations run smoothly. The Dunning feature offers a detailed overview of each overdue payment, including the customer’s name, company, date, status, amount due, and more.
Key Functions and Benefits
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Creating Dunning Records: You can easily create a new dunning record for each overdue payment. This allows you to keep track of all overdue payments and manage them effectively.
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Viewing and Editing Dunning Records: You can view the details of each dunning record and edit them as required. This includes changing the status of the payment, editing the due amount, updating the customer’s details, and more.
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Sorting Dunning Records: You can sort your dunning records based on various parameters like the date, amount due, customer name and status. This helps in organizing your records and making them easily accessible.
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Tracking Overdue Payments: The Dunning feature allows you to track the status of each overdue payment. You can easily see which payments are still overdue, which have been paid, and which are unresolved.
User Roles and Permissions
The Dunning feature can be accessed by users with the following roles:
- System Manager
- Accounts Manager
- Accounts User
Each role has different permissions, including the ability to create, read, write, delete, submit, and cancel dunning records. The System Manager has the highest level of access, with the capability to amend records as well.
Conclusion
The Dunning feature in Empress is a powerful tool that can greatly enhance your business processes. It not only helps you manage and track overdue payments, but also enables you to organize your records effectively. By using this feature, you can maintain a steady cash flow and ensure the financial stability of your business.
For more information on this feature and other non-technical resources, please visit the Empress Help Center. For further support, you can reach out to our dedicated support team through the Empress Support Portal.