Optimizing Your AR Collection Process within Ajera

$200.00

February 25, 2021
02:00pm-03:30pm EST

When working with clients, we often find that AR collections are a challenge. It’s typical in firms for the responsibility to be placed on the accounting team. Sharing ownership of AR collections with your project managers and principals can make a big difference in turning around any lagging payments.

In this class, our Ajera experts will provide training on the Best Practices methods for:

  • Encouraging PM collaboration in collection efforts
  • Recommendation for using AR collection call as ‘soft touch’ calls
  • Setting written expectations around AR collections
  • Utilizing the billing review stage to track collection notes
  • Easily filtering and searching in AR collections dashboards
  • Coaching your team on the importance of AR collections
  • Including an analysis of AR with a monthly financial package
  • Creating dashboards for project managers

Tools Provided:

  • Copy of the PowerPoint presentation
  • Recording of the Training
Ajera training classes, ajera classes
SKU: CON20-AJERA-10 Category: Tag:

Description

When working with clients, we often find that AR collections are a challenge. It’s typical in firms for the responsibility to be placed on the accounting team. Sharing ownership of AR collections with your project managers and principals can make a big difference in turning around any lagging payments.