Your Virtual Credit Manager

APRIL 1, 2025

Gathering all the details needed to inform a decision becomes a time-eating burden. What if that information isn’t in one place? Too often, customer and AR information is kept in an assortment of data silos. As crucial as the consolidation of information on just three screens was the easy navigation between these screens.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Accounts Receivable (AR) Collector 130

Your Virtual Credit Manager

MARCH 25, 2025

In order to manage the risk of extending trade credit, vendors need to collect information on their business customers. What they do with that information after making a credit decision is not a trivial matter. You need to be wary of exposing any information that could be used for insider trading as defined by the SEC.

Credit and Collections 130

Credit and Collections Sales Tax Exemptions Credit Management Credit Application 130

Your Virtual Credit Manager

OCTOBER 18, 2022

These factors will determine: How much credit bureau information you purchase The amount of financial disclosure required of the applicant The scope of your background investigation Please feel free to share this newsletter with your small business customers. it just might help them pay you sooner!

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Sales Tax Exemptions Credit and Collections Online Credit Application Credit Application 130

Your Virtual Credit Manager

JANUARY 3, 2023

Sales Tax Exemption Certificate Handling: The larger your AR portfolio and the more complicated you tax environment, the more beneficial these solutions. UCC, Lien, and Bond Handling: As with sales tax, the challenge is in keeping up with each state’s rules.

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AR Automation Collector Credit and Collections Bad Debt 130

TreviPay

DECEMBER 12, 2022

Sales tax exemption mistakes. In the US, sales and tax rules vary from state to state. Certificates for tax exemptions need to be kept as supporting documentation for audits. Additionally, organizations should ensure that employees have access to only the information they need to do their work.

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Sales Tax Exemptions Transactions 52

Fundera

NOVEMBER 26, 2019

Although the process to create an invoice in QuickBooks is intuitive, there are some tricks and tips you can use to streamline the process and give you even more powerful information about your business. You can easily add this information on the fly by selecting the “Add New” option from the dropdown menu. This will open a pop-up box.

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Sales Tax Exemptions Default Dashboards 52