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EXPLORE SKILLS
 * TOP 10 SKILLS
 * A/R Frauds and Laws
 * Financial Statement Analysis
 * Collection Call Negotiations
 * KPIs and Reporting
 * Credit Policy
 * Portfolio Analysis
 * Big-Box Deductions
 * Credit Scoring
 * Cash Reconciliation

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Highako Academy - A Micro Learning Platform For Credit, Collections and Treasury
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Credit Soft SkillCon

Expert Insights on soft skills development, collaboration skills, managing
generational differences, deeper dialogues, engaging virtual, and many more!

Watch all the sessions recordings now for free.

AGENDA




Virtual Credit and Collections: How to Ace Your Meetings?
Join this webinar to know how to utilize video conferencing tools to engage and
attract your customers and CFO virtually!
O2CA/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystRecruiting and Talent Management

58 Mins


From Bebop to Hip Hop- Managing Multi Generational Credit Teams
4 generations means 4 approaches to work. Join this session to learn how to
manage and avoid generational stereotypes in the credit department
O2CA/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystRecruiting and Talent Management

60 Mins


Fireside Chat: Leadership Language
Join this webinar on Leadership Language by John to not only make the most out
of language, but also to bring about an effect on the lives of other people.
A/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystDeductions AnalystsRecruiting and Talent Management

60 Mins


O2C Soft Skills Masterclass: How to Stand Out from the Crowd
Discover 5 must-have soft skills that credit teams need in this new normal.
Learn 7 essential work skills and 6 rules of networking at the workplace.
O2CA/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystDeductions Analysts

60 Mins


Fireside Chat: Build a High Performing O2C Team with Deeper Dialogues
Watch this session to get insights and guidance on ways to achieve the stunning
alchemy of solid language to improve your leadership skill
A/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystDeductions AnalystsRecruiting and Talent Management

60 Mins


Effective Collaboration Skills for Credit Management
Join this webinar to optimize your workflow processes by collaborating with
cross-functional teams and make better credit-decision processes.
O2CLatestA/R ManagerSoft SkillUp to 1 HourCredit AnalystCredit ManagerDeductions
ManagerCollections AnalystRecruiting and Talent Management

50 Mins


Negotiation Strategies to Deal with Difficult Customers
Learn how both verbal skills and writing may be more critical to the final
settlement outcome than the information itself.
O2CLatestSpotlightFoundationUp to 1 HourCredit AnalystBig Box RetailersCredit
Skillcon 21Deductions ManagerCollections AnalystDeductions Resolution

60 Mins


How to Effectively Manage Credit Department Stress
This online credit manager's course highlights how you could improve your credit
team’s productivity through smart goals and stress management.
O2C> 2 HoursTreasurerFoundationCredit ManagerCredit DirectorRecruiting and
Talent Management

120 min


Effective Collection Calls Listening Best Practices
Watch this tutorial to learn how to become an active listener by understanding
the key listening qualities a collector should have.
O2CFoundationUp to 1 HourCollections AnalystCollection Call Negotiations

30 Mins


Win-Win Collections Call Negotiation: Strategies & Benefits
With expert communication and collections negotiation skills, learn how to
create a win-win collections strategy with your customers.
O2CLatest1-2 HoursCollections AnalystCollections PrioritizationCollection Call
Negotiations

120 Mins


Preference Provision in Bankruptcy: Keeping Your A/R Safe
Watch this trade creditor's guide to find how to secure your A/R when the
customer has filed for bankruptcy.
O2CAdvancedSpotlightA/R ManagerBankruptcyUp to 1 HourCredit AnalystCredit
ManagerA/R Frauds and LawsCredit Skillcon 21Deductions ManagerCollections
AnalystDeductions Analysts
FREE
60 Mins


Attorney Insights: Riding the Bankruptcy 2.0 Wave in 2021
Watch this tutorial as the attorneys discuss SBRA, preference law, consignment,
and reclamation rights to help a trade creditor protect their business against
bankruptcy proceedings.
O2CAdvancedA/R ManagerBankruptcyUp to 1 HourCredit AnalystCredit ManagerCredit
DirectorA/R Frauds and LawsCredit Skillcon 21Deductions ManagerCollections
AnalystDeductions Analysts
FREE
60 Mins


Hiring & Developing Top Credit Talent in 2021 | Secrets Unlocked
Join our experts as they discuss the key strategies to attract the right talent
and develop a roadmap for long-term growth in the credit department.
O2CAdvancedA/R ManagerUp to 1 HourCredit AnalystCredit ManagerCredit
DirectorCredit Skillcon 21Deductions ManagerCollections AnalystDeductions
AnalystsRecruiting and Talent Management

60 Mins


Decoding Trade Credit Balance Sheet and P&L Statements
Intepretation of balance sheet and P&L is easy. Get this Free Online course on
how to read and interpret balance sheet and P&L statement for a credit analyst
O2CTrendingFoundationUp to 1 HourCredit AnalystCredit ScoringFinancial Statement
AnalysisUnderstanding Customer Financials
FREE
30 Mins


Credit Policy Training for Trade Creditors
This training course on credit policy gives a detailed perspective on the
benefits of an integrated credit, collections and dispute management policy as
well as a framework to build the credit policy.
O2CAdvancedUp to 1 HourCredit PolicyCredit ManagerCredit ScoringPortfolio
AnalysisStakeholder Management
FREE
50 Mins


Cost vs Value: Credit Department in the Eyes of CFO
Watch this online credit management training on how the credit teams could
maximize the A/R turnover and bring the best value proposition to the senior
management.
O2CAdvancedTrending> 2 HoursCredit PolicyCredit ManagerCredit ScoringCredit
DirectorKPIs and ReportingPortfolio Analysis
FREE
40 Mins


Consignment Documentation and Reclamation in UCC, Bankruptcy Code: A Creditors
Guide
Watch this trade creditors guide on how to document and perfect consignment and
reclamation under UCC and bankruptcy code.
O2CAdvancedSpotlightA/R ManagerBankruptcyUp to 1 HourCredit AnalystCredit
ManagerA/R Frauds and LawsCredit Skillcon 21Deductions ManagerCollections
AnalystDeductions Analysts
FREE
60 Mins


Complete Guide to Different Payment Options in Cash Application
Leverage this A/R manager’s guide and learn how to deal with processing
variables to improve your existing cash application process.
O2CTreasurerA/R ManagerFoundationUp to 1 HourCredit ManagerCash Reconciliation
FREE
30 Mins


How to Read and Interpret Creditsafe Credit Report
Assessing trade credit risk using Creditsafe credit reports? Find what you are
missing out with this in-depth tutorial on how to read and interpret reports
accurately.
O2CAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit ScoringFinancial
Statement Analysis
FREE
15 Mins


Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds
This course helps you identify gaps in your payment processes which can be an
enabler of frauds.
O2C> 2 HoursFoundationUp to 1 HourCredit ManagerCredit ScoringA/R Frauds and
Laws
FREE
60 Mins


Selecting the Right Cash Forecasting Model for Your Business
Watch this A/R Manager's tutorial and understand how to evaluate your cash
reconciliation and cash forecasting strategies to improve visibility and
transparency.
O2CLatestAdvancedTreasurerA/R ManagerUp to 1 HourCredit Skillcon 21Cash
ReconciliationCash Forecasting And Month-End Close
FREE
20 Mins


B2B Portfolio Risk Analysis During a Recession
Learn all about portfolio-risk analysis, corporate credit analysis and bad-debt
reserve calculation and estimates for credit managers
O2CAdvanced> 2 HoursCredit PolicyCredit ManagerCredit ScoringCredit
DirectorPortfolio Analysis
FREE
90 Mins


Effective Collection Call Negotiation Techniques
Watch this tutorial to understand the pros and cons of different collector's
behaviors, negotiations styles and approaches.
O2CLatest2 HoursCredit DirectorCollections AnalystCollections
PrioritizationCollection Call Negotiations
FREE
120 Mins


Promise to Pay and How to Configure them in SAP
Collector training on understanding and configuring promise-to-pay in SAP.
Eliminate your bad debts now by setting it up in your SAP application.
SAPFoundationUp to 1 HourCollections AnalystCollections Prioritization
FREE
15 Mins


Oracle Credit Policies & Scoring Models
Credit management guide to define credit policies in Oracle starting from
defining credit checklists to automatic scoring rules.
OracleFoundationUp to 1 HourCredit PolicyCredit AnalystCredit ScoringPortfolio
Analysis
FREE
15 Mins


Key Financial Ratios for Trade Credit Analysis
Here's an online trade credit course on financial ratio analysis to fast-track
the key financial ratios for assessing customers' creditworthiness.
O2CLatestFoundationCredit AnalystCredit ScoringFinancial Statement
AnalysisUnderstanding Customer Financials
$49
20 Mins


SAP Customer Master Data Management | T-codes and Best Practices
This course not only provides you with the requisite T-codes but also takes you
through different steps to capture customer master data including general,
company code and sales area data in the SAP SD and FSCM modules.
SAPFoundationUp to 1 HourCredit AnalystCredit Application
FREE
45 Mins


SAP Credit Management Training | Credit Scoring & Approval workflows
Learn how SAP makes it simpler for you to calculate credit scores by configuring
information from various external and internal sources, automating credit
decisions and streamlining workflow to onboard customers.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


Credit Scoring in SAP Credit Management Module
This course helps you to tailor SAP rules to set up and customize credit checks
for customers and in certain circumstances block orders while providing for
control to resolve them.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


O2C Business Intelligence & Reporting | SAP, Microsoft & Tableau
Watch this tutorial to compare some best-in-class business intelligence
software. Evaluate based on different criteria including data acquisition, data
blending, predictive analysis and many more!
SAPAdvancedUp to 1 HourCredit ManagerKPIs and Reporting
FREE
40 Mins


SAP S/4 HANA Credit Management Reporting and Analytics
This specialization course revolves around SAP S/4 HANA, a 20th century ERP that
introduces you to the automated world of credit and receivables management
through a “unified global view” of your customers.
SAPAdvancedUp to 1 HourCredit PolicyCredit ManagerCredit ScoringKPIs and
Reporting
FREE
40 Mins


Mitigating the Challenges of Trade Deductions
Deduction Panel Discussion for CPG finance professionals to help them with 2021
latest trends in payment deductions, optimizing the supply chain, remote
management of deductions workforce
AdvancedUp to 1 HourBig Box RetailersDeductions ManagerDeductions Resolution
FREE
50 Mins


Cash Application KPIs and Reporting
Watch this tutorial to learn how to monitor cash application KPIs to achieve
your business's long-term goals.
LatestTrendingA/R ManagerFoundationUp to 1 HourCredit ManagerKPIs and
ReportingCash Reconciliation
FREE
20 Mins


Customer Visit Best Practices for a Credit Manager
This training course explains how credit customer visits can provide the credit
department with significant and valuable information about a business and its
operations.
O2CFoundationUp to 1 HourCredit ManagerCredit ScoringCollection Call
Negotiations
FREE
60 Mins


SAP FSCM Training: 3 Steps to Streamline Your Dispute Management Process
Watch this SAP FSCM Training and learn the steps to implement dispute case
management processes.
SAPUp to 1 HourCredit AnalystDeductions 101ERP FundamentalsDeductions Analysts
FREE
15 Mins


Deductions Management Maturity Model: How to Optimize Your Process
Understand deductions resolution methods, timely review and follow up,
cross-functional team setup.
O2CFoundationUp to 1 HourDeductions ManagerDeductions Resolution
FREE
15 Mins


Big Box Retailer Deductions: Benchmarking Survey & Best Practices
Plug your bottom-line leaks and improve your deductions management process
Big Box RetailersDeductions ManagerDeductions Resolution
FREE
40 Mins


Decoding Trade Credit Insurance: Risks, Concerns and Selecting the Right Plan
This course will help you evaluate credit insurance plans that suit your
company’s needs to mitigate risks, reduce bad debt write-offs and lower your
past dues.
O2CAdvancedA/R FinancingUp to 1 HourCredit ManagerCredit Scoring
FREE
30 min


Get Ready To Ride The Bankruptcy Wave
Several big retailers recently filed for bankruptcy: J. Crew, Nieman Marcus, and
J.C. Penny being the most visible examples. They are only the first of many
more.
BankruptcyCredit Manager
FREE



The Small Business Reorganization Act: What it Means to the Credit Grantor
Watch this tutorial to learn about latest revisions made in SBRA and how to
secure your receivables while dealing with small businesses.
O2CAdvancedA/R ManagerBankruptcyUp to 1 HourCredit AnalystCredit ManagerA/R
Frauds and LawsCredit Skillcon 21Deductions ManagerCollections AnalystDeductions
Analysts
FREE
60 Mins


Credit Data to Decisions– Navigating Bankruptcies and SMB Risk
Watch this tutorial as the experts share some strategies that best-performing
credit teams have adopted to alleviate risk and make better credit decisions.
A/R ManagerBankruptcyCredit PolicyCredit AnalystCredit ManagerCredit
ScoringCredit Skillcon 21Deductions ManagerPortfolio AnalysisCollections
AnalystDeductions Analysts
FREE
60 Mins


EDI vs API in Cash Application - A Detailed Comparison
This tutorial will help A/R managers by giving a detailed overview of API-EDI in
cash application and how it can be leveraged in B2B communications.
O2CAdvancedA/R ManagerUp to 1 HourCash Reconciliation
FREE
30 Mins


The Art Of Mastering Presentations: Best Practices You Need to Know
This course will teach you how to master the art of giving presentations and
improve your ability to deliver in front of a variety of audiences.
O2CTreasurerFoundationUp to 1 HourCredit AnalystCredit
ManagerPrioritizationCredit DirectorRecruiting and Talent Management
FREE
30 Mins


Fireside Chat: Cybersecurity for Credit & A/R Teams
Watch this open mic discussion by the experts Wanda Borges, Chris Finch &
Michael Byrne. Get to know their real life cyber fraud stories. Learn how to
identify the red flags and take immediate actions to dodge frauds!
A/R ManagerCredit AnalystCredit ManagerA/R Frauds and LawsDeductions
ManagerCollections Analyst
FREE
59 Mins


Cash Conversion Cycle Training for Credit Managers
Course to identify maturity gaps in the Time-to-Cash cycle. Easy 8-step model
for taking corrective measures to improve working capital
O2CFoundationUp to 1 HourCredit PolicyCredit ManagerCredit ScoringKPIs and
Reporting
FREE
60 Mins


Exploring Different Payment Alternatives for a Better Cash Flow
Collections Analyst course on Payment Alternatives that can be used nowadays for
faster and a more secure payments, thus boosting the cash flow of an
organization.
O2CUp to 1 HourCash ReconciliationCollections AnalystCollections Prioritization
FREE
30 Mins


Alternatives to Bank Financing: Factoring, LOC, Guarantees and Bonds
Learn how to leverage bond or guarantee to establish financial security and get
monetary compensation.
O2CLatestFoundationA/R FinancingUp to 1 HourCredit ManagerCredit Director
FREE
80 Mins


Selecting the Right Cash Application Technology
Struggling to automate your A/R processes with the right technology? Learn how
to automate your A/R processes with the right technology and achieve a better
auto-posting rate.
O2CLatestA/R ManagerFoundationUp to 1 HourCredit ManagerCash Reconciliation
FREE
15 Mins


A-Z of Business Credit Application Training for Credit Analyst
Watch this training course to help credit analysts customize business credit
applications to reflect the credit processes
O2CTrendingFoundationUp to 1 HourCredit AnalystCredit ApplicationFinancial
Statement Analysis
FREE
40 Mins


Oracle Customer Data Management Training
This course introduces you to Oracle trading community architecture. It also
explains how to leverage Oracle functionalities to group and streamline payment
for all of your customers.
Oracle1-2 HoursFoundationCredit AnalystCredit Application
FREE
50 Mins


Credit Blocking Rules for Sales Order in D365
This D365 course on credit blocking rules is your go-to guide on understanding
various important factors such as overdue amounts, terms of payment, and blocked
orders. Tune in to this creditor’s course and make better credit decisions now!
LatestAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit ScoringMicrosoft
Dynamics
FREE
20 Mins


Oracle EBS Training on Credit Holds and Order Release
This course on Oracle credit holds will help you configure business rules to set
up credit checks for customers and block orders when necessary.
OracleAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit Scoring
FREE
25 Mins


How to Read Infogroup Credit.net Credit Report
A creditor's guide on how to read and interpret Infogroup Credit.net credit
reports accurately and improve a company's creditworthiness.
O2CLatestAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit Scoring
FREE
30 Mins


A/R Manager's Guide to Month-End Close Process
Watch this tutorial and understand how to use various strategies for optimizing
your cash management with practical solutions on how you could reconcile as many
accounts as possible every month seamlessly.
O2CAdvancedA/R ManagerUp to 1 HourCredit Skillcon 21Cash ReconciliationCash
Forecasting And Month-End Close
FREE
20 Mins


Reporting Day Sales Outstanding in Microsoft Dynamics D365
Watch this tutorial to find out how D365 also allows you to keep a track of each
and every customer's DSO on a day-to-day basis.
FoundationUp to 1 HourMicrosoft DynamicsCollections AnalystCollections
Prioritization
FREE
10 Mins


NetSuite Collections Worklist Segmentation and Prioritization
Segment customers into buckets for faster collection operations in NetSuite.
AdvancedNetSuiteUp to 1 HourCollections AnalystCollections
PrioritizationCollection Emails and Letters
FREE
30 Mins


Credit Department’s Toolkit: Strategy, Planning, and Implementation
Online course for your credit department's strategy and planning that helps you
achieve your goals and objectives
O2CTrending1-2 HoursFoundationCredit DirectorStakeholder Management
FREE
45 Mins


A/R Aging Report Customization & Analysis In NetSuite
This NetSuite course will help you build up your skills to detect invoices that
pay slowly and identify possible collection issues.
AdvancedNetSuiteUp to 1 HourKPIs and ReportingCollections AnalystCollections
Prioritization
FREE
30 Mins


Creating Collection Letters in Microsoft Dynamics D365
Do you spend a lot of time writing collection letters for your late paying
customers? Now you don't have to. D365 offers you different templates for your
different types of customers based on your dunning strategies.
FoundationUp to 1 HourMicrosoft DynamicsCollections AnalystCollection Emails and
Letters
FREE
15 Mins


How to Handle Consolidated Remittance in Cash Application
Struggling with cash posting for consolidated remittances? Watch this tutorial
and learn how to streamline your consolidated remittance details accurately and
create a straight-through cash posting process now!
O2CLatestA/R ManagerUp to 1 HourCash Reconciliation
FREE
15 Mins


Credit Scoring Rules and How to Configure them in SAP
Training to help credit analysts configure scoring rules in SAP. Learn how to
define credit segments, rating procedures, scoring formulas, and credit limits
to build a robust scoring model in SAP.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


Collections, Worklists & Processing A/R in SAP FSCM
Learn how to prioritize your customers and apply collection strategies with this
online course on collections worklist in SAP FSCM.
SAPFoundationUp to 1 HourCredit PolicyCollections AnalystCollections
Prioritization
FREE
20 Mins


Maintaining Customer Information in D365
Watch this tutorial to understand how D365 can be used as a tool for maintaining
customer information as you can create customer accounts, set their credit &
collections and payment defaults on the same tab in one go.
Up to 1 HourMicrosoft DynamicsCollections AnalystCollections Prioritization
FREE
40 Mins


A/R Aging Reports in SAP | Customization & Analysis
Collector training on how to build A/R aging reports and analyze open items in
SAP application. Turn your accounts receivables to accounts received today!
SAPUp to 1 HourCollections AnalystCollections PrioritizationCollection Emails
and Letters
FREE
10 Mins


NetSuite Collections Follow-Ups and Dispute Resolution Methods
Leverage this video tutorial to recover past dues and invalid deductions
NetSuiteFoundationUp to 1 HourCollections AnalystDeductions ResolutionCollection
Emails and Letters
FREE
30 Mins


Creating and Processing Collection Groups in SAP FSCM
This SAP FSCM course on collection groups helps in collections and receivables
management by evaluating & prioritizing the right customers using a predefined
collection strategy.
SAPLatestFoundationCollections AnalystCollections Prioritization
FREE
10 Mins


Resolving Trade Deductions for Big Box Retailers
Join this live workshop with Kim Erickson, Owner, Principal Optimize Consulting
to learn how to resolve trade deductions faster and more accurately.
O2CLatestFoundationUp to 1 HourCredit Skillcon 21Deductions ManagerDeductions
Resolution
FREE
50 Mins


Collector's Bootcamp: Transform Your Teams from Good to Great
Watch this tutorial and learn all the key steps that are needed to help you
prepare for the right collections dunning strategy and maximize your collections
effectively.
LatestCredit Skillcon 21Collections AnalystCollection Call
NegotiationsCollection Emails and Letters
$199



How to Handle Unidentified Remittances in Cash Application
This course on unidentified remittances will help A/R analysts to build a
well-defined process where they will be able to identify and standardize the
source of remittance.
O2CLatestA/R ManagerUp to 1 HourCash Reconciliation
FREE
15 Mins


NetSuite DSO Reports and Tracking Collector’s Productivity
This course helps collection analysts build, analyze and track DSO reports and
team's productivity in Oracle NetSuite
NetSuiteFoundationUp to 1 HourKPIs and ReportingCollections Analyst
FREE
20 Mins


How to Deal with Invoice Data in Cash Application
Worried about the low auto-matching rate? Leverage this online tutorial and
automate your invoice data entry in cash application and shoot up your auto-cash
posting rate by up to 90%.
O2CLatestA/R ManagerUp to 1 HourCash Reconciliation
FREE
15 Mins


Creditor's Guide to Secured Transactions: How to Protect Your A/R
Discover how secured transactions can increase your sales while protecting your
receivables.
O2CLatestA/R FinancingCredit ManagerA/R Frauds and LawsCredit Skillcon 21
FREE
60 Mins


How To Take Credit Decisions Using The Porter's Five Forces Model
Watch this credit manager's tutorial and learn how you could improve your credit
decision making process by applying the Porter's Five Forces model.
O2CFoundationUp to 1 HourCredit PolicyCredit ManagerCredit DirectorPortfolio
Analysis
FREE
40 Mins


Building a Deductions Dashboard for Senior Management
This course helps you learn how to create an effective deductions dashboard with
real-time examples for the senior stakeholders.
O2CAdvancedUp to 1 HourDeductions ManagerKPIs and ReportingDeductions Resolution
FREE
20 Mins


Creating and Deleting Notes for Collections in SAP FSCM
This course helps you to tailor your SAP FSCM Skills in creating and deleting
notes for the Collections Process
SAPCredit AnalystCollections Analyst
FREE
20 Mins


Remittance Processing 101 for A/R Analysts
This course on remittance processing in cash application aims to revolutionize
the b2b payment space by reconciling the major challenges of manual processing
in cash application.
O2CLatestA/R ManagerFoundationUp to 1 HourCash Reconciliation
FREE
30 Mins


Sending Dunning Notes to Overdue Customers in SAP FSCM
Learn how to prioritize your overdue customers, and send them customized dunning
notes in SAP FSCM.
O2CSAPFoundationUp to 1 HourCollections AnalystCollections Prioritization
FREE
20 Mins


Credit and Debt Collection Laws for A/R
Online 90 minutes crash course on conventional credit and collection laws
including FDCPA, FCRA, ECOA and Antitrust.
O2C1-2 HoursFoundationCredit ManagerCredit ScoringA/R Frauds and LawsCollection
Call Negotiations
FREE
70 Mins


Understanding the Credit and Collections KPIs
Improve your team's productivity and process efficiency by understanding and
tracking company metrics like DSO and CEI.
O2C1-2 HoursFoundationCredit ManagerKPIs and Reporting
FREE
120 Mins


Business Credit Report Analysis and Evaluation Tutorial
Watch this online training course on Trade Credit Report Analysis to help
creditors take day-to-day credit decisions.
O2CLatestFoundationUp to 1 HourCredit AnalystCredit Scoring

40 Mins


Basics of Financial Statements Analysis for Credit Analysts
Free online course on analyzing the creditworthiness and understanding the
basics of financial statements of a company with different methods and
techniques
O2CFoundationUp to 1 HourCredit AnalystCredit ScoringFinancial Statement
AnalysisUnderstanding Customer Financials
FREE
30 Mins


Fundamentals of Customer Master Data in D365
This course will act as a guide for credit analysts by helping them understand
the basics of customer master data in D365 and how they can leverage various
details to create a single source of information for all the credit-related
issues.
LatestFoundationUp to 1 HourCredit AnalystCredit ScoringKPIs and
ReportingMicrosoft DynamicsCollections Prioritization
FREE
15 Mins


Oracle Credit Management Application Workflow
This credit analyst course covers credit management process flow and its various
components such as customer master records, financial data, employee workload,
scoring models, checklists, approval workflows and many more!
OracleFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
40 Mins


Oracle Configuring the Order-to-Cash Cycle
Watch this tutorial to eliminate lengthy O2C processes by leveraging the three
effective functionalities of Oracle for configuring Sales Order and Generating
A/R Report.
Up to 1 HourCredit AnalystTime ManagementERP Fundamentals
FREE
15 Mins


Power BI in D365: Track & Resolve Cash Flow Roadblocks
This Power BI analytics tutorial will help you effectively manage customer
collections and improve your cashflows in D365
OracleFoundationUp to 1 HourCredit PolicyCredit AnalystERP
EssentialsPrioritizationKPIs and ReportingMicrosoft Dynamics
FREE
20 Mins


Oracle R12 EBS Credit Assessment and Approval
This course will help you create credit scoring model based on essential factors
unique to your business and configure credit reviews.
OracleAdvancedUp to 1 HourCredit AnalystCredit Scoring
FREE
10 Mins


Customizing Aging Reports in Microsoft Dynamics D365
Course on configuring & building Microsoft D365 aging period that will help you
set-up customer aging process & invoicing seemlessly.
FoundationUp to 1 HourKPIs and ReportingMicrosoft DynamicsCollections
AnalystCollections Prioritization
FREE
30 Mins


Understanding Collection Resubmissions in SAP FSCM
This SAP FSCM training on resubmissions will help you maximize collections by
sending periodic reminders and timely following-up on past-due customers.
SAPLatestUp to 1 HourERP FundamentalsCollections AnalystCollections
Prioritization
FREE
10 Mins


Handling Remittance Advice Short by the Amount of Tax Due
This course on remittance processing in cash application will help you to manage
remittance advice which are short by the amount of tax
O2CLatestA/R ManagerFoundationUp to 1 HourCash Reconciliation
FREE
30 Mins


Avoid Bankruptcies by Complying with the Robinson-Patman Act
Protect your businesses by preventing discriminatory pricing arrangements
initiated by large franchised companies with the help of the Robinson-Patman Act
InterviewThis is a blog




Credit Managers' Letter After Visiting Risky Potential Customer
This is a sample letter used for credit management after visiting a risky
potential new customer. Download to learn how to determine credit worthiness of
a customer.
This is a blog




An Excellent Red Flag Program Template to Start From
Download this concise and thorough red flag policy template to use as a starting
point and idea generator for your operations
This is a blog




8 Point Checklist to Assess Risk When Checking Bank References
Risk assessment in banking is easy now. Assess the risk when checking bank
references and get the most out of it by following these 8 points checklist.
This is a blog




Effective Annual Interest Rate Calculator for Various Discount Terms
Cash discount calculator which gives you an idea about what interest rate you
would have to earn in order to recover the amount of the discount offered
This is a blog




Template for Offsite Work Policy
Draft an ideal work from home policy to maintain workplace flexibility, engaging
employees, increasing trust and work-life balance specially during a pandemic.
This is a blog




Top Benefits of Outsourcing the Billing Services
Case studies on the benefits of outsourcing the billing services. Learn how
outsourced billing and collections helped companies to cut costs and improve
their customer service.
This is a blog




Staff Benchmarking Survey
A detailed survey of over 400 credit execs on benchmarks for all credit and
collection functions, efficiency strategies, outsourcing trends and the impact
on staffing.
This is a blog




Effective Credit and Collection Strategies During Recession
This course gives you effective credit and collection strategies that can be
used by credit managers during the economic downturn.
O2CAdvanced1-2 HoursCredit ManagerCredit ScoringCollections
PrioritizationCollection Call NegotiationsCollection Emails and Letters
FREE
60 Mins


Understanding Credit Limit & Scoring in Microsoft Dynamics D365
Watch this online training course to understand the concepts of credit limit &
scoring in D365
LatestAdvancedUp to 1 HourCredit AnalystCredit ScoringMicrosoft Dynamics
FREE
15 Mins


How to Handle No Remittance Advice in Cash Application
Watch this course on remittance advice and simplify the record-keeping process
of specific invoices for A/R analysts now!
O2CLatestA/R ManagerFoundationUp to 1 HourCash Reconciliation
FREE
10 Mins


Managing the Modern Treasury - Everything You Need to Know
Watch this full tutorial to learn the financial and operational risk mitigating
measures and become a treasury expert.
O2CTrendingTreasurerFoundationUp to 1 HourPrioritizationPortfolio
AnalysisTreasury ManagementStakeholder Management
FREE
30 Mins


Credit Teams Driving Profitable Sales | B2b Pro-Sales Training
Course for Credit Managers on how to reduce bad-debt and drive sales with
improved processes.
O2CFoundationUp to 1 HourCredit PolicyCredit ManagerPortfolio
AnalysisStakeholder Management
FREE
120 Mins


ABC's of Trade Deductions and Settlement Methods
This tutorial covers all the steps and functionality in detail that would help
deductions professionals better manage trade deductions.
O2CFoundationUp to 1 HourDeductions 101Deductions ManagerDeductions Analysts
FREE
20 Mins


5 C's of Credit Management: A New Way of Credit Analysis
Watch this tutorial to get a brief idea about what factors to look into while
performing a credit analysis.
O2CFoundationUp to 1 HourCredit ManagerCredit ScoringCredit
ApplicationCollections Prioritization
FREE
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Oracle Delinquent Transactions
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OracleFoundationUp to 1 HourERP FundamentalsCollections Analyst
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Virtual Banking: Solution to Credit Risk Problems
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Handling Closed Referenced Items While Remittance Processing
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O2CA/R ManagerFoundationUp to 1 Hour
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Creating Excel Deductions Dashboard for Senior Management
Join this live workshop with Jessica Butler, founder of Attain Consulting Group
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D365 Collections Case Management: Improve Your Recovery Rate
Watch this D365 tutorial that provides a single source of truth workspace which
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AdvancedUp to 1 HourCredit ScoringMicrosoft DynamicsCollections
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How to Secure Your Customer's Debt with UCC Filings and Liens
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Credit and Collections Workflow in Microsoft Dynamics
Watch the tutorial to learn how the credit and collections workflow will benefit
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Evaluating Third-Party Collection Agency for Delinquent Accounts
This online course will help you understand delinquent accounts and get insights
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50 Mins


Cash Application Lockbox Remittance 101
Watch this tutorial and understand the basic components of lockbox remittance
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Oracle Advanced Collections Setup
Course to help you work with Oracle advanced collections. Learn how to configure
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Credit ManagerCredit ScoringCollections Analyst
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Oracle Advanced Collection Training: Universal Work Queue
Watch this tutorial on oracle advanced collections and understand what is a
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NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up
FREE online Collectors training video tutorial on setting-up customer calls and
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B2B Frauds & Cybersecurity Fire Drill for Credit & A/R Teams
Watch this tutorial by Wanda Borges to learn real-life examples and practical
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Handling Deceptive Customers During Collections Call Negotiation
Watch this tutorial that gives you a hands-on-guide on how to handle deceptive
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120 Mins


Financial Statement Analysis for Trade Credit Analysts
Watch this online course to analyze customer's financial situation using factors
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80 Mins


Negotiations 101 for Collectors
Watch this beginner’s tutorial to understand how to proactively prepare for
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Credit Risk Assessment Training for Trade Creditors
This online course on evaluating your customers' creditworthiness based on
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O2C1-2 HoursFoundationCredit PolicyCredit AnalystPortfolio Analysis
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Debt Collection Calling & Negotiation Training
Understand the ABCs of speaking and negotiation skills that you could use to
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120 Mins


Credit Bureau Data and How to Capture them in SAP
SAP hands-on course on how to capture external agency data and ratings.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
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15 Mins


Effective Credit Limit Management in NetSuite
Unmanaged credit limit can result in huge loss for any business. With this
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04 min


A Holistic Approach to Determine Customer Creditworthiness
Join this live workshop with Robert Shultz, as he recommends essential ratios
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O2C2 HoursSpotlightFoundationCredit AnalystCredit ManagerCredit ScoringCredit
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120 Mins


Netsuite Credit Scoring and Rating for Credit Risk Management
Watch this course to Learn how to Manage Credit Risk through Netsuite
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30 Mins


[FREE] 3-In-1 A/R Planning Worksheet for Senior Management
Download this free template that will help you outline the income generated and
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DownloadsKPIs and Reporting
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2021 Training Survey: Key Findings
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Credit Skillcon '21: Manager Bundle
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Oracle Collection Courses : List of Courses On Oracle Advanced Collections.
Get your most suitable course on oracle collection management and know how to
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Oracle1-2 HoursERP Advanced
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4 Courses


SAP FSCM Courses : List of Courses on SAP FSCM, Dispute Management, Creating
Dunning Notes
Explore and Improve your skills on SAP FSCM. Get all the relevant courses or
modules on sap fscm collections, dispute management in sap fscm, creating
dunning notes
2 HoursERP Advanced
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8 Courses


Handle Remittance Advice Without Payment
Watch this course on remittance advice and learn how to handle a remittance
advice without payment and simplify straight-through posting for A/R analysts
now!
A/R ManagerCash ReconciliationCollections Analyst
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Credit Review Template to Analyse Customer's Financial Health
This is a detailed credit review template that allows you to plug financial
statement details and many other metrics to help you analyze the health of a
customer.
This is a blog




A Complete Financial Statement Analysis Handbook To Guide You
Follow this template to remind sales terms and conditions to customers in order
to ensure all remaining payments are paid on time without any obligations
This is a blog




A Letter Detailing Slowing of Payment From a Customer
This letter can be sent to correct the slowing of payment from the customer
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A Letter Communicating you Cannot Extend Open Terms to a New Customer
This letter can be used to communicate that you cannot extend open terms to a
new customer due to lack of information.
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Downloadable Mission Statement samples for Credit Teams
6 samples of very effective Mission Statements for credit departments across a
diverse line of industries to understand the components and importance credit
goals and objectives.
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A Financial Analysis Excel Template for Credit Analysts
Us this financial analysis spreadsheet which takes into account the financials,
trade references, payment history with sqm, industry payment history, bank
information etc.
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Promissory Note Sample Template
A promissory note is a simple but very important document that would give weight
to your proposed payment plan. Receive immediate payment for your goods NOW!
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Managing Oracle Collections Later Stage Delinquencies
Watch this tutorial to understand the how to deal and capture the later stage
delinquencies of a customer in Oracle
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A Complete Checklist to Develop the Optimum Credit Policy
Find out the two possible approaches to defining optimum credit policy using our
credit policy template. This checklist guides you to develop a full optimum
credit policy easily.
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Important traits for hiring the perfect collector
Here are the top 11 traits for hiring the perfect collector to ensure effective
debt collection by increasing your collections cash flow.
InterviewThis is a blog




Case Study: Can "#2 Guarantor" Wrangle Out of Making Good on a Guaranty He
Signed?
Follow this complete case study highlighting the concept of making good on a
guaranty on guarantee payment and understand the complications around it
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Top Seven Traits of True Credit Professionals
Here is a list of seven important traits and characteristics that you will need
to become a true trade credit professional
InterviewThis is a blog




A Complete Checklist On Top 24 Bankruptcy Warning Signs
Find this and Know the top 24 warning signs of bankruptcy and explore each
element that can be checked to avoid non payments
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Checklist For Early Warning Signals of Distressed Customers - For Sales Reps
Here's the checklist that guides the sales reps to look after the major
components for checking and the warning signs of a typical distressed customer
This is a blog




Organizational & Time Management Skills That Makes You a Successful Collector
Explore this and find the most important time management and organization skills
that requires for a collector for effective debt collection
This is a blog




List of Instructions for Setting Up a Standby Letter of Credit
Use this standby letter of credit sample to get setup with a customer who needs
a letter of credit. The form communicates the company's requirements for opening
a standby letter of credit.
This is a blog




Checklist To Determine if Personal Guarantee is Valuable
Review each personal guarantee received against this checklist for personal
guarantee to determine if a personal guarantee is enforceable and of value.
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Checklist: 16 Signs You Should Place an Account For Collection
Follow these simple signs to know when to place an account for collection.Gather
all possibilities & signs for account collection placement today.
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Template: Unclaimed Property Notice Letter 2
A follow-up to the first letter (Unclaimed Property Notice Ltr #2) when there is
no response to that first letter. Use it to comply with State Unclaimed Property
Regulations
This is a blog




A Template for Inter Corporate Guarantee Form
Here's the sample format or template for inter company guarantee. This is used
when you want to your corporate wants to guarantee another corporations debts
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Treasury Staffing and Organizational Structure
Watch this full tutorial to understand everything about Treasury Staffing and
the Organizational Structure of a Modern Treasury
TreasurerUp to 1 HourRecruiting and Talent Management
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Vendor Case Study: Viracon Experiences Dramatic Decrease in DSO and Improves
Adherence to Compliance Mandates
Here's a vendor case study on Viracon, how they have adjusted the DSO and
improved adherences to complaince mandates
This is a blog




Five Reasons to Reject a Customer Purchase Order
Here are the most important reasons that plays a major role in rejecting a
customer purchase order.Find the each important reason for rejection
This is a blog




A Full Template On Creating Unclaimed Property Policy for your Firm
Follow this template for creating unclaimed property policy for your firm.This
guides you to find the relevant items to be included in proceeding with
unclaimed policy
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The Best Trip Report Form For Tracking Your Customer Visits and Meetings
Download this readily available travel report format & track all your customer
visits.This sample trip report form helps to note and track all your
observations on a trip
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Unclaimed Property Processing Form Template
Use this form and track internally of any research necessary to identify whether
unused credit on your A/R are, in fact, unclaimed property
This is a blog




Credit Policy Matrix and its Importance in Credit Risk Management
Learn more about the credit policy matrix and its benefits. Prioritize credit
and collections tasks and design a credit policy based on customer's risk and
sales potential.
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Automated Remittance Processing: A Checklist of Critical Issues
Here's the complete checklist on critical issues regarding automated remittance
processing. Find each component that has to be checked in remittance processing
This is a blog




Avoiding Disputes: Eight Clauses to Include in a Contract With Your Collection
Agency
Here are the top 8 clauses to include in a contract with your collection agency.
These are the clauses that has to be followed before onboarding a collection
agency
This is a blog




NetSuite Customer Master Data Management Training
Watch this video tutorial on NetSuite to learn how to manage your customer
master data under one repository.
NetSuiteA/R ManagerFoundationUp to 1 HourCollections AnalystDeductions
ResolutionCollection Emails and Letters
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15 Mins


A Complete List of Courses on Microsoft Dynamics 365
Get access to all the free courses on microsoft dynamics 365. Learn all about
DSO, collection letters, credit limit scoring, customizing aging reports in
microsoft dynamics 365
1-2 HoursERP AdvancedMicrosoft Dynamics
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10 Courses


A Template for "Second Reminder" Past due Letter
Download 2nd reminder letter template to know the mandatory data fields and
variables to process the reminder letter in clering the past due invoices
This is a blog




Tech Buyer's Guide Checklist: Collector Productivity Tools
Here's the list of components that a collector can check for their productivity
tools. Collector can evaluate the parameters with this checklist
Blog ChecklistThis is a blog




A Letter Asking for Reference to Setup a New Account
This letter can be used to ask for additional reference if you dont have enough
information to set up a new account
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Acknowledgement Letter for Approval of Credit Limit
Best practices on drafting a welcome letter for potential customers on approval
of credit limit & initiating first order.
This is a blog




Collection Communication Checklist: 10 Elements to Include
Find this checklist to know the top 10 elements that are compulsory in a
collection communication process. Follow them and avoid the differences in
collection communication
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Vendor Case Study: Edward Don & Company Improves Credit Line Management, Reduces
Bureau Data Spend and Improves Collections Effectiveness with Statistical-based
Scoring
Know the case study on Edward Don & Company in improving the credit line
management,collection effectiveness.
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Legal Case Study: Continuation Rejected -- Clerk of Court Rejects UCC
Continuation Because Filing Had Already Been Continued
Find the explanation on UCC continuation with the help of a case study and on
what factors continuation can be rejected
This is a blog




Checklist: Top 12 Ways to Avoid Taking Bad Checks Completely
Avoiding Bad Checks is complex sometimes. Here's the top 12 ways that can guide
you to avoid taking bad checks and improve your business efficiency
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Top Seven Questions to Rate the Effectiveness of Your Team
Find these top rated questions that rates your team improvement and
effectiveness. By going in to each question you can analyse your team
effectiveness
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Who Should Sign a Credit Application?
This implies an understanding on the party who should basically intended to sign
a credit application. This is based on the case happened between dade
international and sobell technology
This is a blog




How to Beat Collection Goals in This Environment
Explore and find this best collection techniques that helps in reaching your
collection goals easily. These techniques will work effectively in any
collection environment
This is a blog




A Simple & Better Way To Track Collection Effectiveness
DSO is not the only way to measure collections, CEI (Collection Effectiveness
Index) is a great measure for how well you are collecting your receivables. CEI
is a percentage that expresses the effectiveness of collection efforts over
time.
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Rising Inventories = Potential Red Flag
Find the most insightful inputs on rising the inventory and how it benefits the
track of inventory to sales ratio. It helps in guiding credit analysts on
tracking the most important indicators
This is a blog




Checklist: How to Write an Effective Collection Letter
Here's a complete checklist highlighting the major components to consider while
drafting an effective collection letter. Follow these components to avoid issues
related to collection letter
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Ten Tips For New Credit Managers
Here are Top 10 tips for new credit managers to excel themselves in their
performances.This resource will act as a road map for every credit managers
responsibilities
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Credit's Mission Statement
Find the most important parameters that can help you in preparing a credit
mission statement correctly.
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Unsigned Check? Don't Return It!
Here's a complete explanation on incorrect checks on cash flow process. This is
explained with right case study talking about the account receivable department
responsibility and incorrect checks process
This is a blog




A Promissory Note Can Help a Past Due Customer and Protect Your Company
Know complete insights on promissory note and its important elements. Find the
relevant information about the promissory note and its benefits on past due
customer.
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Case Study: Bankruptcy or Blackmail?
Here's a complete case study highlighting on the bankruptcy or blackmail in
respective to the credit process
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11-Point Checklist for Designing an Effective Invoice
Here's the checklist that guides you to design an effective invoice. It has the
components that highlights the procedure for designing a complete invoice.
This is a blog




A Letter Template to Counter For Longer Payment Terms
Use this letter when your customer declares that they will be paying you in
"their" terms, which are longer and not consistent with, your selling terms.
This is a blog




Why Credit Scoring And How It Works To Increase Your Company Profitability
Here's a explanation on credit scoring and its importance. A savvy credit
consultant projected three case studies to show you how credit scoring will work
to increase company's profitability.
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SAP Credit Management Courses : List of Courses on Credit Scoring, SAP S/4 Hana
Learn how to overcome the challenges in sap credit management and Improve your
skills through these free online courses on sap credit management,sap s4 hana
and credit scoring.
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Case Study: Missing Out on Reclamation
Here is the explanation on reclamation and problems on missing it. Dive in to
this and learn more here
This is a blog




Checklist On Unclaimed Property Policy For Property Issues
Use our 9 point unclaimed property policy checklist to save yourself from paying
the fines of unclaimed property issues. Follow the guidelines here and solve any
property issue
This is a blog




Order Shipped Past Due Follow-up Letter
Use this letter for a customer that you have shipped an order despite a past due
balance. Use letter as-is or use simply as a starting point for your unique
situation.
This is a blog




Download Escheatment Dormancy Period States
Explore and download this spreedsheet of escheatment dormancy period states. It
helps in knowing the major points and pattern to follow for escheatment
This is a blog




A Pre-Litigation Checklist To Know What To Do Before Contacting Your Attorney
To know what items to be checked before contacting your attorney, find this
exclusive pre-litigation checklist pointing the major checking items to cover
your bases
This is a blog




Credit and Collection Policy Examples for Credit Deparment
Use this Credit policy sample pdf to build an effective credit and collection
policy for your credit department.Learn how to build an effective credit policy
with example here
This is a blog




Cheat Sheet for Researching Private and Public Companies
Use this cheat sheet for researching private and public companies in india on
the internet. It's a highly practical document that you can keep with your new
credit Applications
This is a blog




Quick Case Study: Stopping Goods in Transit
Here's the scenario explained on stopping goods in transit with the help of a
case study whether to apply this strategy or hold on
This is a blog




Five Brilliant Responses to Diffuse an Angry Customer
Here are the top rated responses that helps to diffuse or manage an angry
customer. Follow these and know how to handle an angry customer
This is a blog




Pop Quiz: Credit Card Authorization Forms
Here's a short pop quiz on credit card authorization. It helps to know the
necessary parameters required in a credit card authorization form.
This is a blog




Are Your Reports to Top Management Being Read?
Here's the most useful information on reporting to your top management and this
will help you to know if your top management has read your submitted reports
This is a blog




10 Tips to Get Reluctant Small Business Owners to Share Financials with You
Here are the most important tips to know how to get the financials from a
reluctant small owner.This also helps to understand why the owner is reluctant
to provide financial information
This is a blog




Vendor Case Study: GLS France Lowers Days Sales Outstanding (DSO) and Increases
Cash Flow
Here's a vendor case study on GLS France how DSO has been adjusted to increase
the cash flows.
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Using a Collection Scorecard to Assess Performance
Find this resource for effective utilization of a collection score card to
assess the performance. It will helpful for every collector in analyzing the
success or collection performance
This is a blog




Back to Basics: Proper Collection Call Procedure
Know the right procedure that can be followed in your collection call. Find this
basics that gives you complete proper collection call pattern to follow.
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Credit App Checklist
Here's the form that includes a checklist pointing to the basic procedures that
can be considered for credit checking process.
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Credit Policies & Procedures Talk
Find this to check the most rated presentation on credit policies and
presentation at the Linder Industry Machinery.
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Can Customer Back Out Based on This Excuse? Examining the Legal Concept of
"Apparent Authority"
Here is the explanation on the concept of apparent authority with a case study
highlighting the credit manager role if customer comes back on the basis of
apparent authority
This is a blog




Top Four Key Elements of Risk Management and the One People Fail At
Here are the top four elements that matters for risk management.Find these and
learn more about the risk management elements
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Clone of Normal Blogs - Tip of the Week, Checklist, Case Study
Go through these characteristics of a credit manager by a veteran professional
to become the ideal credit manager. These attributes will define a complete
credit manager role
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Attributes of the Perfect Credit Manager
Go through these characteristics of a credit manager by a veteran professional
to become the ideal credit manager. These attributes will define a complete
credit manager role
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Third Annual Collection Agency Survey 2020: Troubling Times Ahead
Nobody would argue that 2020 wasn't a challenging year. However, the collection
agency professionals we surveyed believe that the credit and collection teams
still performed admirably.
Collections AnalystThird-Party CollectionsCollections Prioritization
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Measuring Treasury's Success in a Post Covid World
Watch this expert-led course to delve into 10 key metrics to turn your
organization into a strategic unit today
O2CTreasurerFoundationUp to 1 HourTreasury Management
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Netsuite Training : A Complete List of Online Courses for Netsuite Collections
Explore and choose the best netsuite training on collections. Know the best
practices in netsuite collection calls,followups,and worklist segmentation with
these courses
NetSuite1-2 HoursERP Essentials
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5 Courses


A Complete List of Courses on Oracle Credit Management
Explore and choose your most suitable courses on oracle credit management,oracle
ebs and oracle r12. Get access to the free online courses on oracle and improve
your skills
Oracle1-2 HoursERP Advanced
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Collections Demand Letter Template
Make collections a seamless process by drafting an effective demand letter.
Collect unpaid dues while maintaining healthy customer relationships.
This is a blog




A Complete Customer Visit Preparation Checklist :Onsite
Here's the complete list of items that can be checked during the customer onsite
visit. Find this sample customer visit checklist for reference
This is a blog




Tips to Improve Organizational Communication
Here are some comprehensive tips and strategies to enhance Internal
communication for improving overall results and productivity of an
organization's workflow
InterviewThis is a blog




Credit Policy for Medical Devices Company
Download this sample template to apprise med-tech companies about credit and
collections policies including payment terms and conditions.
This is a blog




A Template for Letter to Send After you Have Left a Message to Debtor
This letter serves the purpose of a follow up letter of confirmation after you
have sent a message to the debtor
This is a blog




A Template for Assignment of Payments Form
Using assignments to get payments directly from your third-parties helps you a
lot when you follow a decent template for it. Find the ultimate template
available here
This is a blog




Credit Department Evaluation Checklist for Credit Manager
Use this credit department evaluation checklist templet to identify the problems
in credit department as well as take measures to resolve them
This is a blog




2020 Credit and AR Department Fraud Survey: Part 2
Question: Please tell us what your credit organization has done in the past
year, or that is currently being done, to prevent or reduce fraud. This can
include everything from training to process improvements to technology
deployments to new controls.
Credit ManagerA/R Frauds and Laws
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A Survey on Job Satisfaction on the Rise for Credit Profession
Find the complete trend of job satisfaction on the rise of credit profession
with this survey. It specifies the ups & downs of job satisfaction levels in
credit profession
This is a blog




A Quick & Short Checklist For Your LC's
Here's the short and quick checklist that helps your LC's by avoiding some
common LC pitfalls.
This is a blog




Credit Scoring Case Study: Automating the Credit Scoring Process
Go through this case study in credit scoring to know how to upgrade your credit
scoring process by automation. Find complete credit scoring process here
This is a blog




Checklist on Purchase Order Required and Best Practices
Here's the checklist that highlights the items required for purchase order and
purchase order best practices. This list helps you to check the valid elements
before accepting a PO
This is a blog




Dropping Collections Team Result in Huge DSO Drops
Follow this case study to improve your DSO by 30 per cent. Bridge the gap
between you and your customers by analyzing root cause of their issues by
implementing corrective action.
This is a blog




Best Practices in Collections Strategies to Improve Cash Flow.
Practical collection strategies techniques to improve cash flow. Use this
checklist for developing collection strategies for your credit and collection
department.
This is a blog




A Checklist To Know the Components and Elements of an Invoice
Find the most essential elements of an invoice with this simple checklist. This
component checklist will act a source to ensure that your invoice is complete
This is a blog




Financial Confidentiality Agreement For Sharing Financial Information
Use this financial confidentiality agreement template to assure your customer
that you will keep their financial statements confidential.
This is a blog




Sample Template for Reclamation Demand Letter
Best practices and downloadable demand letter to reclaim any goods delivered in
the period immediately prior to the bankruptcy filing.
This is a blog




Complete Guide for Asking the Right Probing Interview Questions
Here's some great interviewing advice for recruiting future 02c professionals by
asking the right probing questions to deepen your knowledge and understanding of
the interviewee.
InterviewThis is a blog




A Letter Template for Welcoming New Customers with Established Credit Line
Download this template to brief customers regarding the status of the credit
line report, terms of sale and initial shipment details.
This is a blog




Checklist on Customer Billing Statements
Explore this checklist to know the required items for customer billing
statements. You can check with relevant items and information for customer
billing
This is a blog




Fundamentals of UCCs, Liens and Purchase Money Security Interest
Get a detailed overview on the fundamentals of UCCs, liens and purchase money
security. Offset open balances and reduce the risk of selling to an otherwise
high-risk customer.
This is a blog
FREE



Template for Unclaimed Property Steps
This template is designed to help you outline a systematic series of steps for
researching and handling unclaimed property left as credits on your receivables.
This is a blog




A Complete Checklist on Acquired Receivables and Its Practices
Here's a checklist to use if you are responsible for a new account receivable
acquisition. Follow this to keep your acquired receivables clean and effective.
This is a blog




A Complete Checklist of Customer Master File Components
Customer master file has important components to consider for effective account
receivables. Here's the list of complete components in customer master file.
This is a blog




Checklist of Early Warning Signals of Potential Distressed Debtor
Find the complete warning signals of potential distressed debtors and the signs
of debt problems specifically for sales reps and account managers.
This is a blog




Sample Template for Debt Acknowledgement Form
This template is designed to help you outline a systematic series of steps for
researching and handling unclaimed property left as credits on your receivables.
This is a blog




Credit Policy for Credit and Collections Department
Credit policy and procedure manual gives a detailed perspective on integrated
credit, order release, collections and customer trade lines.
This is a blog




Importance of Soft Skills in the O2C industry
Follow this case study highlighting the importance of soft skills for striking
the right balance between knowledge and communication skills in the credit and
collections industry.
InterviewThis is a blog




Solid as Sears? Will Your Company be the Target of a Preference Action?
Know every preferential action,defenses available for your company through this
ultimate resource. Also, explore the essential information on preference actions
on creditors
This is a blog




A Letter Explaining Credit Limit for a New Account
This letter can be used to ask for additional reference if you dont have enough
information to set up a new account.
This is a blog




A Complete Template For Order Shipped but Account Overdue customers
Find this free downloadable template if you are looking to ship the order to the
accounts of over due customers and manage the account easily with these elements
This is a blog




A Letter Template for Unacceptable P.O. Terms
Here's a sample template for Unacceptable P.O. terms when certain conditions
listed on a customer's P.O. are unreasonable to you.
This is a blog




The Ultimate Template on First remainder letter for Outstanding Payment
Download 1st reminder letter template to know the mandatory data fields and
variables to process the reminder letter in clering the past due invoices
This is a blog




Followup Letter Format for Freight Unpaid Invoices
Find the sample of followup letter form that can be used to raise the frieght
unpaid invoice.Follow every data field that adds value to the process
This is a blog




A Serious Follow-up Letter Template for Non responding customers
Here's the template on writing serious followup letter to the customer who are
not responding.Find every parameter and data fields required for this.
This is a blog




A Complete Checklist of Consignment Considerations
Read this checklist on consignment considerations and create your consignment
agreement effectively. Dive in to these points & follow every consignment rule.
This is a blog




Your Most Wanted Copy Cash Posting Logic to Download
Download this top rated cash posting logic which plays a vital role in complete
revenue cycle and helps to act as a major index for credit manager.
This is a blog




A Credit Card Authorisation Form for Credit Card Charges
Use this credit card authorization form pdf as a good starting point for getting
protection if you need to charge a customer's credit card on a routine basis.
This is a blog




A Complete Resource on Recovering Your Collateral :Replevin vs. Civil Suit
Know the information on recovering your collateral under replevin vs civil suit
case.This resource provides you the tactics in releasing your collateral
This is a blog




A Checklist For Your Deduction & Dispute Resolution Processes
Manage your Deduction and Dispute Resolution processes with these simple
deduction checklist & dispute resolution checklist
This is a blog




Credit Policy and SOX Consumer Compliance Template
Use this credit policy and sox compliance checklist to build or improve your own
policy for handling customers over credit limits, payment terms
This is a blog




Effective Ways for Selecting the Right Credit Staff
Recruit the Right Credit Staff by testing their Analytical and Written
Communication Skills. Find these Sample Tests in order to hire the right
Employees for your department.
InterviewThis is a blog




Checklist: Top Seven Risk Factors of Fraud For Web-based Orders
Here's the list of factors highlighting the ecommerce or online frauds. Read
this to understand the financial risk in web based orders.
This is a blog




Template: Unclaimed Property Notice Letter 1
Use this letter to notify your customer that you identified a credit balance on
your A/R. The goal of the letter is to create Unclaimed Property
This is a blog




Understanding Treasury Flows and Procedures
Watch this full tutorial to understand everything about Treasury flows and
procedures to become a Treasury expert
TreasurerUp to 1 HourERP FundamentalsStakeholder Management
FREE
30 Mins


9 Steps to Handle Irate Customers Effectively
"Here is a list of steps to follow when dealing with irate customers. Learn how
to take control of a conversation and get a positive outcome."
This is a blog




What is DSO? And What Are The Factors Influencing DSO?
Understand the importance of DSO or days sales outstanding and how it affects
the credit department. Also, learn how to analyze the factors that influence
DSO.
This is a blog




Credit Group Confidentiality Breach Case Study
Read this case study on Credit Group confidentiality afreement to know how to
handle the situation when your confidentiality is breached by an Email to sales
This is a blog




The Most Effective Steps To Support Your Staff In a Period of Change
Here are the important steps that guide in supporting your staff in a period of
change. Understand the major change in environment and manage effectively with
these steps
This is a blog




Treating Overdue Accounts as Customers Instead of Debtors
Understand the importance of being customer oriented and how it can help in
collections. Treating overdue accounts as customers instead of debtors helps
collectors connect and become the first one to get paid.
This is a blog




Benefits of Creating a Business Credit Policy
Explore the benefits of a business credit policy and understand how a company
reviews the creditworthiness of its customers.
This is a blog




6 Successful Tips On Obtaining Financial Statements from Your Customers
Here's the most practised tips that guides in obtaining or requesting financial
statements from your customers.Implement each tip to get access to updated
statements
This is a blog




5 Ways to Get a Yes From High-Risk Customers
Here are some essential tips to consider before working with high-risk b2b
customers. Set up a reasonable business relationship and mitigate perceived
credit risk.
This is a blog




Top Negotiation Skills That Are Key to Collections
Negotiation skills plays a vital role in collectors roles.Here are the top 6
negotiation techniques and skills required for effective debt collection for
every collector
This is a blog




Tips For Setting Automatic Write-off Threshold
Know more about automatic write-off process in accounts receivables. Learn the
process of setting a minimum threshold for automatic write-off.
This is a blog




Collateralizing Credit Risk: Four Things to Keep in Mind
Here is a list of four essential essential things to keep in mind before
collateralizing credit risk. Protect your firm against payment delays, defaults,
and bankruptcies.
This is a blog




Managing Customer Credit Risk in Tough Times
Get expert insights on portfolio analysis in tough economic times and learn
the.fundamental steps to understand your customer's financial ability and
business sustainability.
This is a blog




Change Slow-Paying Customer to Cash-In-Advance
Notify customers that your company is changing its terms with the customer to
cash-in-advance because of slow payments and a lack of integrity. Read the full
article
This is a blog




10 Ways to Run Your Credit Department Efficiently
Here's a complete list of ideas to improve credit department's efficiency. Also,
limit bad-debt losses by periodically updating every active customer's credit
file.
This is a blog




The Top Five Goal-Setting Ideas for a Credit Staff and Development
Find these top goal setting ideas that can make your credit staff motivated
during this COVID pandemic situations. Implement them for building effective
credit team
This is a blog




Nine Tips to Spot Business Credit Fraud
Hard times and high unemployment can lead to business credit frauds. Learn more
about nine red flags to protect your business from a credit fraud.
This is a blog




19 Essential Remote-Work KPIs for Trade Credit Teams
Know more about essential remote work-KPIs for trade credit teams. Also, analyse
credit and collection performance trends for working capital management.
This is a blog




Empathy in Trade Credit is Good For Business
Learn more about the importance empathy in trade credit. Work with customers
facing an economic down-turn to create long-term relationship and to generate
business opportunities.
This is a blog




Can a Bank Refuse to Honor a Copy of a Letter of Credit?
Go through the following conversation to understand why a bank can refuse to
honor a photocopy of a letter of credit.
This is a blog




[FREE] 7-Point Checklist for Choosing the Right Collections Agency
Download this free credit manager's checklist to choose the right third-party
collection agency and improve your DSO up to 60% by recovering delinquent
accounts on time.
DownloadsCredit PolicyKPIs and Reporting
FREE



FENG-OTC
Order to Cash Courses
O2CFENGtestUp to 1 Hour
FREE
4 Courses


Collection Negotiations Skill Test
A 5-minute test to help you identify
AssessmentsCollections AnalystListening and NegotiationsCollection Call
Negotiations
FREE



Meet the Competition Form
Here's the compettion form that helps you in holding the customers when they
find competitors offering longer terms
This is a blog




Legal Case Study: If It Looks Like a Preference Payment and It Sounds Like a
Preference Payment
Here's a legal case study on preference payments. How a preference payment looks
like and on what basis it sounds as perfect preference payment
This is a blog




Understanding The Modern Treasury Policies
Watch this course to understand the definition and functions of various treasury
policies for better management of surplus cash.
O2C1-2 HoursTreasurerFoundationTreasury Management
FREE
30 Mins


[FREE] Checklist: 6 Steps to Preventing Collection Problems
"FREE checklist for collection analysts. Follow these tips to reduce your
delinquency by up to 50% and improve your credit rating. Download now!"
DownloadsCollections Prioritization
FREE



Top Five Tips From an Experienced Credit Manager
Here's the most useful and important tips from a experienced credit manager.
Dive in to this and know the techniques for effective credit processing.
This is a blog




Top 10 Principles to Follow When Establishing Your Credit Policy
Explore and find these top principles that can be considered while framing a
credit policy for your company. These also helps in updating your credit policy
better.
This is a blog




CASE STUDY: Atlas Copco Improves Internal Communication and Lowers DSO with
Receivables Technology provided by SunGard's AvantGard
Find this case study on Atlas Copco, a leading provider of industrial solution
and SunGard's Avant Grand on internal communications,reducing dso and receivable
management
This is a blog




Checklist To Use When You Hear Rumors An Account's Gone Under
Find and explore this checklist highlighting the business validation items when
you find your accounts gone under. This helps in knowing the major points to
secure the account
This is a blog




2020 Credit and AR Department Fraud Survey: Part 1
Surprisingly, dealing with frauds in 2020 appeared to be a glass half full
occasion for many organizations. Credit teams were not overwhelmed with fraud
attacks and for the most part, they were able to combat fraud.
Credit ManagerA/R Frauds and Laws
FREE



[Free] Checklist: 11 Tips to Effective Listening in Collections Negotiation
Understand how effective listening could be a collector's best tool during
collection calls.
DownloadsCollections Prioritization
FREE



[FREE] Checklist for a Credit and Collections Hiring Process
Discover if education is more important or experience while hiring for your
credit department
DownloadsRecruiting and Talent Management
FREE



[FREE] Checklist: 10 Tips to Improve Your Month-End Close Cycle
Improve your month-end closing by 100% with these fail-proof strategies now!
DownloadsCash ReconciliationCash Forecasting And Month-End Close
FREE



[FREE] Checklist: 12 Tips to Follow During In-Person Collection Negotiation
Download this free checklist and improve your chances of overdue settlements by
upto 50%.
Downloads
FREE



[FREE] Checklist: 3 Risk Factors Effecting Treasury Operations
Determine the 3 risk factors that might effect your company's treasury function.
Downloads
FREE



[Free] Checklist:10 Crucial Tips to Upgrade Your Bank Relationship Policy for
Treasury
Free Checklist for efficient Bank Relationship Policy
Downloads
FREE



[FREE] Checklist: 11 Crucial Negotiation Tips for Collection Analysts
Download this free checklist before negotiating for payments and reduce your
company's DSO now!
Downloads
FREE



[FREE] Collector's Checklist: 10 Proven Tips to Convince Customers During
Negotiation
Download this free checklist and learn how to project self-confidence and boost
your collections negotiations now!
Downloads
FREE



[Free] B2B Promissory Note Template for Slow Paying Customers
Reduce past dues by setting up a payment plan for your customers. Eliminate your
bad debts now!
DownloadsCredit Policy
FREE



Trade Creditors' Checklist | How to Ensure All Round Staff Development
Learn steps to strike the right balance between credit staffing and skill
development
Downloads
FREE



[Free] Personal Guarantee Template to Reduce SMB Credit Risk
Alleviate credit risks for SMBs with this free personal guarantee template.
Secure your financials now!
Downloads
FREE



[FREE] Checklist: 11 Crucial UCC Filing Tips for Trade Creditors
Download this free checklist before filing for UCC and secure your unsecured
credit now!
Downloads
FREE



[FREE] Template: 17 Security Agreement UCC Clauses for Trade Creditors
Download this free template of 17 security clauses of UCC and secure your credit
now!
Downloads
FREE



[Free] 16 Antitrust Laws Violations Trade Creditors Need To Be Aware of
Download this free checklist to self-assess your credit team's actions against
the antitrust violations
DownloadsCollection Call Negotiations
FREE



[FREE] Checklist With Best Interviewing Tips For Hiring Managers
Discover the best interviewing practices for hiring right credit and collections
talent.
Downloads
FREE



[FREE] Checklist for AR Professionals : Working & Recruiting Remotely
Discover our checklist to overcome hiring challenges and improve the efficiency
of your employees remotely
Downloads
FREE



[FREE] Checklist: 8 Roles of a Credit Manager to Transform Your Credit Dept.
Download this free credit manager's checklist and transform your credit
department now.
DownloadsCollections Prioritization
FREE



[Free] Bank and Trade Reference Letter Templates for Trade Creditors
Improve your credit risk evaluation process by understanding your customer's
bank and trade relationships
Downloads
FREE



[FREE] UCC-1 Form Template for Trade Creditors
Download this free approved UCC-1 form for filing pursuant to the Uniform
Commercial Code.
DownloadsResourcesA/R ManagerBankruptcyA/R FinancingCredit AnalystCredit
ManagerA/R Frauds and Laws
FREE



[FREE] A/R Month-End Close Checklist Excel Template
Download and customize your new standardized month-end checklist now!
DownloadsCash ReconciliationCash Forecasting And Month-End Close
FREE



Checklist: 11 Warning Signs To Change Your Collection Strategy
Collection strategies can build you better as before.Follow these warning signs
that can guide you to change and improve your collection strategy effectively.
This is a blog




Collections Call Tips: Ask the Right Probing Questions
Learn to craft the right probing questions during a collection call. Protect
your company from the risk of bad debt by using five communication techniques to
reach a negotiated settlement.
This is a blog




Secrets Behind Asking Management For Additional Staff
Learn the secrets behind asking management for additional staff. Make a
compelling and crisp presentation with all necessary pointers for staff
requirement.
This is a blog




Top Interviewing Strategies For Collection Specialist
Explore highly structured and skilful interviewing techniques for Collectors to
ensure effective cash flow management of an organization.
InterviewThis is a blog




What to Include in Your Final Demand Letter For a UCC Filing
Final Demand Letter for your UCC filing is crucial. Here are the complete
parameters you include in your final demand letter when you go for UCC filing
This is a blog




A Letter for Holding Orders During Pending Shipment
Use this letter template when your customer is far enough behind in payments
leading to a significant step by you of holding a new order.
This is a blog




A Letter Asking for Payment if a Customer Short Pays you
This letter could be used to communicate your need for the rest of the payment
or documentation if a customer short pays you.
This is a blog




Clone of Can a Bank Refuse to Honor a Copy of a Letter of Credit?
Go through the following conversation to understand why a bank can refuse to
honor a photocopy of a letter of credit.
This is a blog
FREE



A Complete Credit Scoring Sheet For Faster Credit Review
Refer to this credit scoring model example, to know the basic format of a credit
scoring sheet of a credit department.Follow this for creating your credit
scoring sheet easily
This is a blog




A Downloadable Letter For Customers in Disaster Zone
Download this letter or template that you send your customers in an area
effected by natural disaster place in US, Canada and Other areas
This is a blog




Check if Your Customers Are Subject To FCRA
Follow the best practices for FCRA compliance if you are selling to consumers
and companies where the creditworthiness is tied to the owner.
This is a blog
FREE



Sample Template for Reminding Terms of Sale to Customers
Follow this template to remind sales terms and conditions to customers in order
to ensure all remaining payments are paid on time without any obligations.
This is a blog




What's the Best Time to Write off an Account to Bad Debts?
Use this tip to know the best time to write off an account to bad debts
This is a blog




A Complete Checklist on New Account Set Up
Here's the complete list items that can be checked while preparing a new account
set up for a vendor. Find this template and elements involved in it.
This is a blog




10 Collection Negotiations Tips to Deal With Delinquent Customers
A comprehensive guide to deal with delinquent customers during collection calls.
Also, achieve negotiated payment settlements and resolve payment issues with
your customers.
This is a blog




A Second Collections Reminder Letter Template
This letter is designed for larger companies that have not responded to a first
friendly-reminder letter instead of making collection calls.
This is a blog




Advice on Handling Unsigned Checks
Get valuable advice on handling unsigned checks. Also, understand the provisions
of UCP or uniform customs and practices before undertaking the use of letters of
credit.
This is a blog




Credit Policy Skill Test

O2CAssessmentsCredit PolicyCredit AnalystCredit ScoringPortfolio Analysis
FREE



Credit KPIs Skill Test

AssessmentsCredit AnalystCredit ManagerKPIs and Reporting
FREE



Creating and Deleting Notes for Collections in SAP FSCM
This course helps you to tailor your SAP FSCM Skills in creating and deleting
notes for the Collections Process
SAPCredit AnalystCollections Analyst
FREE
20 Mins


Sending Dunning Notes to Overdue Customers in SAP FSCM
Learn how to prioritize your overdue customers, and send them customized dunning
notes in SAP FSCM.
O2CSAPFoundationUp to 1 HourCollections AnalystCollections Prioritization
FREE
20 Mins


Collections, Worklists & Processing A/R in SAP FSCM
Learn how to prioritize your customers and apply collection strategies with this
online course on collections worklist in SAP FSCM.
SAPFoundationUp to 1 HourCredit PolicyCollections AnalystCollections
Prioritization
FREE
20 Mins


Promise to Pay and How to Configure them in SAP
Collector training on understanding and configuring promise-to-pay in SAP.
Eliminate your bad debts now by setting it up in your SAP application.
SAPFoundationUp to 1 HourCollections AnalystCollections Prioritization
FREE
15 Mins


A/R Aging Reports in SAP | Customization & Analysis
Collector training on how to build A/R aging reports and analyze open items in
SAP application. Turn your accounts receivables to accounts received today!
SAPUp to 1 HourCollections AnalystCollections PrioritizationCollection Emails
and Letters
FREE
10 Mins


SAP FSCM Training: 3 Steps to Streamline Your Dispute Management Process
Watch this SAP FSCM Training and learn the steps to implement dispute case
management processes.
SAPUp to 1 HourCredit AnalystDeductions 101ERP FundamentalsDeductions Analysts
FREE
15 Mins


Understanding Collection Resubmissions in SAP FSCM
This SAP FSCM training on resubmissions will help you maximize collections by
sending periodic reminders and timely following-up on past-due customers.
SAPLatestUp to 1 HourERP FundamentalsCollections AnalystCollections
Prioritization
FREE
10 Mins


Creating and Processing Collection Groups in SAP FSCM
This SAP FSCM course on collection groups helps in collections and receivables
management by evaluating & prioritizing the right customers using a predefined
collection strategy.
SAPLatestFoundationCollections AnalystCollections Prioritization
FREE
10 Mins


SAP S/4 HANA Credit Management Reporting and Analytics
This specialization course revolves around SAP S/4 HANA, a 20th century ERP that
introduces you to the automated world of credit and receivables management
through a “unified global view” of your customers.
SAPAdvancedUp to 1 HourCredit PolicyCredit ManagerCredit ScoringKPIs and
Reporting
FREE
40 Mins


O2C Business Intelligence & Reporting | SAP, Microsoft & Tableau
Watch this tutorial to compare some best-in-class business intelligence
software. Evaluate based on different criteria including data acquisition, data
blending, predictive analysis and many more!
SAPAdvancedUp to 1 HourCredit ManagerKPIs and Reporting
FREE
40 Mins


Credit Scoring Rules and How to Configure them in SAP
Training to help credit analysts configure scoring rules in SAP. Learn how to
define credit segments, rating procedures, scoring formulas, and credit limits
to build a robust scoring model in SAP.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


SAP Customer Master Data Management | T-codes and Best Practices
This course not only provides you with the requisite T-codes but also takes you
through different steps to capture customer master data including general,
company code and sales area data in the SAP SD and FSCM modules.
SAPFoundationUp to 1 HourCredit AnalystCredit Application
FREE
45 Mins


Credit Scoring in SAP Credit Management Module
This course helps you to tailor SAP rules to set up and customize credit checks
for customers and in certain circumstances block orders while providing for
control to resolve them.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


SAP Credit Management Training | Credit Scoring & Approval workflows
Learn how SAP makes it simpler for you to calculate credit scores by configuring
information from various external and internal sources, automating credit
decisions and streamlining workflow to onboard customers.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
20 Mins


Credit Bureau Data and How to Capture them in SAP
SAP hands-on course on how to capture external agency data and ratings.
SAPFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
15 Mins


Oracle EBS Training on Credit Holds and Order Release
This course on Oracle credit holds will help you configure business rules to set
up credit checks for customers and block orders when necessary.
OracleAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit Scoring
FREE
25 Mins


Oracle Credit Policies & Scoring Models
Credit management guide to define credit policies in Oracle starting from
defining credit checklists to automatic scoring rules.
OracleFoundationUp to 1 HourCredit PolicyCredit AnalystCredit ScoringPortfolio
Analysis
FREE
15 Mins


Oracle Customer Data Management Training
This course introduces you to Oracle trading community architecture. It also
explains how to leverage Oracle functionalities to group and streamline payment
for all of your customers.
Oracle1-2 HoursFoundationCredit AnalystCredit Application
FREE
50 Mins


Oracle Credit Management Application Workflow
This credit analyst course covers credit management process flow and its various
components such as customer master records, financial data, employee workload,
scoring models, checklists, approval workflows and many more!
OracleFoundationUp to 1 HourCredit AnalystCredit Scoring
FREE
40 Mins


Oracle R12 EBS Credit Assessment and Approval
This course will help you create credit scoring model based on essential factors
unique to your business and configure credit reviews.
OracleAdvancedUp to 1 HourCredit AnalystCredit Scoring
FREE
10 Mins


Credit and Collections Workflow in Microsoft Dynamics
Watch the tutorial to learn how the credit and collections workflow will benefit
credit analysts
FoundationUp to 1 HourCredit AnalystCredit ManagerERP FundamentalsMicrosoft
Dynamics
FREE
10 Mins


Fundamentals of Customer Master Data in D365
This course will act as a guide for credit analysts by helping them understand
the basics of customer master data in D365 and how they can leverage various
details to create a single source of information for all the credit-related
issues.
LatestFoundationUp to 1 HourCredit AnalystCredit ScoringKPIs and
ReportingMicrosoft DynamicsCollections Prioritization
FREE
15 Mins


Maintaining Customer Information in D365
Watch this tutorial to understand how D365 can be used as a tool for maintaining
customer information as you can create customer accounts, set their credit &
collections and payment defaults on the same tab in one go.
Up to 1 HourMicrosoft DynamicsCollections AnalystCollections Prioritization
FREE
40 Mins


Customizing Aging Reports in Microsoft Dynamics D365
Course on configuring & building Microsoft D365 aging period that will help you
set-up customer aging process & invoicing seemlessly.
FoundationUp to 1 HourKPIs and ReportingMicrosoft DynamicsCollections
AnalystCollections Prioritization
FREE
30 Mins


D365 Collections Case Management: Improve Your Recovery Rate
Watch this D365 tutorial that provides a single source of truth workspace which
enables you to manage and follow-up on all open invoices in just a few steps.
AdvancedUp to 1 HourCredit ScoringMicrosoft DynamicsCollections
AnalystCollection Emails and Letters
FREE
30 Mins


Creating Collection Letters in Microsoft Dynamics D365
Do you spend a lot of time writing collection letters for your late paying
customers? Now you don't have to. D365 offers you different templates for your
different types of customers based on your dunning strategies.
FoundationUp to 1 HourMicrosoft DynamicsCollections AnalystCollection Emails and
Letters
FREE
15 Mins


Understanding Credit Limit & Scoring in Microsoft Dynamics D365
Watch this online training course to understand the concepts of credit limit &
scoring in D365
LatestAdvancedUp to 1 HourCredit AnalystCredit ScoringMicrosoft Dynamics
FREE
15 Mins


Power BI in D365: Track & Resolve Cash Flow Roadblocks
This Power BI analytics tutorial will help you effectively manage customer
collections and improve your cashflows in D365
OracleFoundationUp to 1 HourCredit PolicyCredit AnalystERP
EssentialsPrioritizationKPIs and ReportingMicrosoft Dynamics
FREE
20 Mins


Reporting Day Sales Outstanding in Microsoft Dynamics D365
Watch this tutorial to find out how D365 also allows you to keep a track of each
and every customer's DSO on a day-to-day basis.
FoundationUp to 1 HourMicrosoft DynamicsCollections AnalystCollections
Prioritization
FREE
10 Mins


Credit Blocking Rules for Sales Order in D365
This D365 course on credit blocking rules is your go-to guide on understanding
various important factors such as overdue amounts, terms of payment, and blocked
orders. Tune in to this creditor’s course and make better credit decisions now!
LatestAdvancedUp to 1 HourCredit PolicyCredit AnalystCredit ScoringMicrosoft
Dynamics
FREE
20 Mins


10 Collection Negotiations Tips to Deal With Delinquent Customers
A comprehensive guide to deal with delinquent customers during collection calls.
Also, achieve negotiated payment settlements and resolve payment issues with
your customers.
This is a blog




19 Essential Remote-Work KPIs for Trade Credit Teams
Know more about essential remote work-KPIs for trade credit teams. Also, analyse
credit and collection performance trends for working capital management.
This is a blog




8 Point Checklist to Assess Risk When Checking Bank References
Risk assessment in banking is easy now. Assess the risk when checking bank
references and get the most out of it by following these 8 points checklist.
This is a blog




2021 Training Survey: Key Findings
Midsized companies (revenue from $250 million to $1 billion) and distributor/
wholesalers ere the exceptions to the norm – personalized training was the top
choice by roughly half of these segments.
Credit Managerhighako_testtag_1KPIs and Reporting
FREE



Oracle Delinquent Transactions
This course will help you to understand how to synchronise the Collection and
the AR modules in Oracle
OracleFoundationUp to 1 HourERP FundamentalsCollections Analyst
FREE
15 Mins


Managing Oracle Collections Later Stage Delinquencies
Watch this tutorial to understand the how to deal and capture the later stage
delinquencies of a customer in Oracle
OracleFoundationUp to 1 HourCollections AnalystCollections Prioritization
FREE
20 Mins


Oracle Advanced Collections Setup
Course to help you work with Oracle advanced collections. Learn how to configure
display preferences, set-up correspondence and perform other transactional and
method set-ups in Oracle.
Credit ManagerCredit ScoringCollections Analyst
FREE
35 Mins


Oracle Advanced Collection Training: Universal Work Queue
Watch this tutorial on oracle advanced collections and understand what is a
collector’s work queue, its use and the tasks preferred by a collection’s agent.
OracleFoundationUp to 1 HourCollections AnalystCollections
PrioritizationCollection Emails and Letters
FREE
20 Mins


NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up
FREE online Collectors training video tutorial on setting-up customer calls and
follow ups
NetSuiteFoundationUp to 1 HourCollections AnalystCollection Call
NegotiationsCollection Emails and Letters
FREE
30 Mins


NetSuite DSO Reports and Tracking Collector’s Productivity
This course helps collection analysts build, analyze and track DSO reports and
team's productivity in Oracle NetSuite
NetSuiteFoundationUp to 1 HourKPIs and ReportingCollections Analyst
FREE
20 Mins


NetSuite Collections Worklist Segmentation and Prioritization
Segment customers into buckets for faster collection operations in NetSuite.
AdvancedNetSuiteUp to 1 HourCollections AnalystCollections
PrioritizationCollection Emails and Letters
FREE
30 Mins


A/R Aging Report Customization & Analysis In NetSuite
This NetSuite course will help you build up your skills to detect invoices that
pay slowly and identify possible collection issues.
AdvancedNetSuiteUp to 1 HourKPIs and ReportingCollections AnalystCollections
Prioritization
FREE
30 Mins


NetSuite Collections Follow-Ups and Dispute Resolution Methods
Leverage this video tutorial to recover past dues and invalid deductions
NetSuiteFoundationUp to 1 HourCollections AnalystDeductions ResolutionCollection
Emails and Letters
FREE
30 Mins
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Analysis KPIs and Reporting Portfolio Analysis Big-Box Deductions Deductions 101
A/R Financing Bankruptcy Recruiting and Talent Management
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