Take your spreadsheets to the next level: Sort by balance due, date of service, customer or any criteria you wish. Further enhance your workflow with inherent search, ability to view all past communication, jot down a quick notation, schedule a next action, or close out the receivable ticket.
daily action tab
What are you supposed to do today? With A/R Insite™ you will receive instant access to utilize the automatic action bar. All of the planning is completed for you and your employees, all you have to do is open it up and begin your day. The Daily Action Archive is fully-adaptable to your needs, allowing you to make personal touches throughout. Quickly record your efforts and move on with the rest of your day.
Track your biggest receivable items that require the most of your attention with the click of a button. All you have to do to track these extremely important accounts is check the "Following" box on the ticket tab. It's as simple as that, now A/R Insite will automatically follow your most critical accounts through their life cycle. You will no longer have to worry about losing track of your money and will be able to get paid what you deserve.