Join Bob White for this MyAssistant Webinar where he shows you how to set up three Tasks related to Receivables Management:
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3/14/2022
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When:
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Monday, March 14, 2022 3:00pm ET
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Where:
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United States
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Presenter:
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Bob White
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Contact:
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Cathryn Erhard
info@tubweb.com
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Online registration is closed.
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« Go to Upcoming Event List
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Join Bob White for this MyAssistant Webinar where he shows you how to set up three Tasks related to Receivables Management:
If you are constantly going to the AR Department to see what receivables have been collected in order to know what payable checks to issue, then the "Cash Receipts Received in Last 7 Days" task is perfect for you.
"Jobs Losing Their Lien Rights" helps you keep track of jobs that have not paid you in full and are about to lose their lien rights.
"Customers with Balances Older Than 45 Days" is a great way to keep track of those AR bills that have gone beyond your terms by enough to deserve attention. He will show you how to send it for the entire company, as well as how to send a notice to each PM for only their jobs.
This is a working webinar, so Bob will try to work slowly enough to allow you to create the report during the webinar. But in case you can't keep up, the formulas for the conditions, the PowerPoint, and the Webinar will be shared with you.
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