Access Collect is a modern debt collection application integrated with Access Attaché Enterprise.
It provides comprehensive tools for managing accounts receivable, automating collection workflows, and improving cash flow through systematic follow-up processes.
The questions and answers below cover off some of the questions that would be expected to be asked when using Access Collect.
Access Collect Frequently asked questions
Q: How is the data synced?
A: Data syncs automatically but can be refreshed automatically. You can use the Refresh link from the Access Collect Dashboard.
Q: Why doesn't a payment I received show in Access Collect?
A: Payments sync from Access Attaché on a scheduled basis. If a payment was just processed, it may appear after the next sync cycle. You can use the Refresh link from the Access Collect Dashboard as per above.
Q: What if a customer disputes an invoice?
A: If a customer disputes an invoice, they need to be flagged as In Dispute.
In Attaché Desktop, go to Customers, Customers, Masterfiles, Maintain.
Select the Customer Code.
From the Details tab, click the In dispute checkbox and then click Accept(F9).
This will sync across to Access Collect into the Client menu, where the Status column will show as In dispute.
Q: Can I send reminders for a single invoice rather than all outstanding amounts?
A: Yes, you can send reminders for a single invoice.
From the Outstanding Invoices menu, find the invoice and click the line to open it.
Select the required follow up message from the Quick Actions area from within the actual invoice.
