Technology Overview

IMPORTANT NOTE: Effective September 1st, 2006, WinAR is no longer being offered as a standalone product.  WinAR is now an upgrade option to DealWorks to promote field collection of overdue accounts by salesmen.

The WinAR Collections Management System is a comprehensive application designed for Deere dealerships to track, report on, and monitor accounts receivable activity across their organization.  There are many benefits WinAR can offer any dealership which does some or all of their collections in-house. 

Key Benefits

• Centralized data storage using Microsoft SQL Server.
  • WinAR uses SIS Data Sync Server for integration with data contained on your business system.
  • WinAR information is centrally located, so activity at branch offices can be seen at HQ.
  • Fast, clean data access - far faster than other methods of connecting to business system.
     
• Monitor AR status, and collections activity, via several powerful reports.
  • Executive Summary (AR overview)
  • Delinquent (Over 60 days out), grouped by location, sorted by severity
  • Delinquent (By credit type), useful for finding CASH accounts which carry a balance
  • Credit Over Limit
  • COD Customer Report (useful for checking an account status, an watching for carried balances)
  • Flagged: Inside collections (comprehensive report for controllers)
  • Flagged: Outside collections (used to transmit accounts to outside agencies)
  • Add your own!  Create your own Crystal Reports, if you own the design studio, or have us do it for you!
     
• An easy to use Account Management system lets you find and act on troublesome accounts quickly.
  • Group customers quickly by account age (current, 30, 60, 90, 120+)
  • Show customers flagged for various levels of collection activity:
    • Internal Collections
    • External Collections (collection agency)
    • Letter of Demand
    • Legal Action
  • Show customers flagged for callback
  • Filter by Location
  • Sort by any field, in any order you wish.
  • Export any view to Excel
     
• A powerful Customer Detail screen presents information from your customer data in a clean Windows interface, showing:
  • Call Activity
    • Allows posting of new call reports
    • Allows viewing of existing call reports
    • Allows reversal of negative credit decisions
  • Invoices
    • Shows invoice header information
    • Shows Source Journal
    • Shows Unposted Payments made through the day
  • Credit History
    • Shows statement detail
    • Shows YTD & PYTD finance charges
    • Shows NSF information
    • Shows account age
  • Extended customer info
  • Notes
    • Shows general account notes
    • Shows accounts receivable notes
    • (Both obtained from data contained on your JDIS legacy system)
    • Shows WinAR collections notes
  • Customer Owned Equipment
  • Alternate Contacts
     
• Call Reporting
  • Easy, quick, and simple to use.
  • Integrates with Internal and External collections reports
  • Allow your collection staff to record:
    • Who they talked to
    • What the customer response was
    • What the customer mood was
    • Notes on the conversation
    • What to do with the account:
      • Flag for Callback
      • Flag for Inside Collections
      • Flag for Outside Collections
      • Flag for Letter of Demand
      • Flag for Legal Action
         
• Mail Merge
  • Allows you to create Excel data sources for mailings from MS Word
  • Allows you to make letter runs which report off of any account flag (internal, external, legal action, letters of demand).
  • Eliminates complicated data queries to extract info, targets specific accounts.
  • Eliminates redundant data entry.
  • Some knowledge of Microsoft Office required to make templates - we can assist in training on request, or create templates tailored to your business