What’s Trending in Maconomy Right Now?

VOLIs Top 3 Most Requested Topics!
& How These Functions Can Enhance Your Maconomy Experience

#1 Customer Reminders

Did you know that Maconomy has a streamlined process for handling overdue payments, Maconomy allows you too:

— Create and check reminder selections.
— Edit reminder texts as needed.
— Approve reminder selections, which then automatically sends the reminder letters based on your preferences.
— This workflow is efficient and ensures accuracy, with Maconomy calculating reminders based on specific principles set for each customer.

Plus, you can batch process reminder selections for a range of customers, saving valuable time.

#2 Cash Collection Activities

Maconomy also has a comprehensive cash collection process to ensure timely payments. With Maconomy’s Credit Control workspace, you can:

— View all customers and filter based on criteria such as disputed invoices.
— Access a detailed Cash Collection tab showing open invoices and reconciled payments.
— Utilize a traffic lighting feature for overdue invoices to prioritize actions.
— Email Client Statements and invoices directly from the system, streamlining communication.

You can even create an event plan and track all cash collector's activities getting a reminder when the next action is due, for example to make a phone call as a promise to pay is overdue.

#3 Batch Invoicing

Did you know that Maconomy has a process to create multiple invoices within one screen? This may occur when a company has a large volume of invoices to print and wishes to do so in bulk. From the batch invoicing dialog, you can:

— See all WIP available in all projects.
— Refine your search with the delimit action; by customer, department, employee, project type, other dimensions and date ranges.
— Take the WIP decision and decide what to invoice for each project.
— Create draft invoices in batch with one click.
— Approve and print in batch.

Are You Using These Functions to Enhance
Your
Maconomy Experience?

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