Credit Management

by Evo-soft Ltd.

Streamline your credit control processes by having everything you need at your fingertips.

The credit management application from BCN helps streamline your day-to-day credit control processes by bringing all Microsoft Dynamics 365 Business Central activities into a single, easy to use window, along with a number of essential enhancements that companies like yours needs.

Credit Control Worksheet

Using the Credit Control Worksheet, all customer information is at the fingertips of your credit controllers, helping manage, optimise, and simplify their daily activities. Some of the features of the Credit Control Worksheet include:

    • Each credit controller has their own diary of credit control activities.
    • Manage calls made, take action, and log any follow up actions.
    • Sort on Next Activity, Balance Due, and Balance.
    • Easily resend invoices and issue statements & reminders.

Customer Statistics

The BCN enhanced customer statistics factbox gives an extended overview of your customers' current debt position.

    • Extended aged debt information split into monthly or 30-day blocks with full drill-down available.
    • View the average number of debtor days that a customer takes to settle outstanding invoices with full drill-down available.

Enhanced Credit Information

Benefit from enhanced credit information available against customer records:

    • Assign a credit controller code to customers allowing easy filtering within the credit control worksheet.
    • Capture data to allow enable internal credit reviews on accounts.
    • Identify customer accounts that have their invoices financed or factored.
    • Capture credit insurance data to monitor which customers have their debt insured.

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

United Kingdom

Supported Languages:

This app is available in English (United States).

At a glance