![]() Prioritize collector’s daily workload – Spread out those follow-up activities in a manageable schedule so that they can get done as planned.When this is done, you can then take steps to do the following: What needs to occur is the integration of the tickler file and/or computerized notepad with the AR database. They need to be processed in place to make an automated tickler file truly work. While contact information may be a click away, the note in the online account file is still just a note – the collector still needs to look up account information and invoice status before making calls. Workloads can get even more backed up than when using a paper method. It’s easy to schedule too many follow-up activities since there is no visibility into the larger schedule. However, people frequently run into similar problems as when using a manual paper process. In the current AR environment, a manual tickler process is inefficient and time-consuming.Ī step in the right direction is using a tickler notepad that comes as a part of many accounts receivable software packages. Also, if you are using a calendar, you may have the tickler notice in front of you but not the contact information you need. If the account pays and you don’t need to place a follow-up call, you still have to dig to check status before aborting the follow-up. A low-tech clerical task, it does the job but it’s not efficient. AR employees have relied on desk calendars or tickler files where they manually jot down whom to call and when. Traditionally, these activities have been handled manually. To be effective in your collections efforts, you must have a process in place to handle the scheduling and execution of follow up activities.
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