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Courses For Credit Analyst: List of Courses on Credit Policy, Credit Risk Management

Learn from experts and improve your credit-risk assessment and credit analysis skills with these hand-picked on-demand credit analyst courses.  

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
FREE
40 Mins
Credit Analyst Trending O2C Foundation Up to 1 Hour Financial Statement Analysis Credit Application Credit course Short Course <60 Mins Beginner Credit_New Popular courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
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.
FREE
40 Mins
Credit Analyst Latest O2C Foundation Up to 1 Hour Credit Scoring Credit course Short Course <60 Mins Beginner Credit_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
Credit Risk Assessment Training for Trade Creditors
This online course on evaluating your customers' creditworthiness based on factors such as the size of the company, D&B scores.
FREE
40 Mins
Credit Analyst O2C 1-2 Hours Foundation Credit Policy Portfolio Analysis Credit course
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.
FREE
50 Mins
Credit Manager Advanced O2C Up to 1 Hour Credit Policy Credit Scoring Portfolio Analysis Stakeholder Management Credit course
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.
FREE
30 Mins
Credit Analyst Latest Advanced O2C Up to 1 Hour Credit Policy Credit Scoring Credit course
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.
FREE
15 Mins
Credit Analyst Advanced O2C Up to 1 Hour Credit Policy Credit Scoring Financial Statement Analysis Credit course
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.
$49
30 Mins
Credit Analyst O2C Foundation Up to 1 Hour Credit Scoring Financial Statement Analysis Understanding Customer Financials Credit course
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.
FREE
20 Mins
Credit Analyst Latest O2C Foundation Credit Scoring Financial Statement Analysis Understanding Customer Financials Credit course
Decoding Trade Credit Balance Sheet and P&L Statements
Interpretation 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
FREE
30 Mins
Credit Analyst Trending O2C Foundation Up to 1 Hour Credit Scoring Financial Statement Analysis Understanding Customer Financials Credit course
Credit Bureau Data and How to Capture them in SAP
SAP hands-on course on how to capture external agency data and ratings.
15 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
45 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Application Credit course ERP
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.
50 Mins
Credit Analyst Oracle 1-2 Hours Foundation Credit Application Credit course ERP
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.
FREE
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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!
FREE
40 Mins
Credit Analyst Oracle Foundation Up to 1 Hour Credit Scoring Credit course ERP
Understanding Credit Limit & Scoring in Microsoft Dynamics D365
Watch this online training course to understand the concepts of credit limit & scoring in D365
FREE
15 Mins
Credit Analyst Latest Advanced Microsoft Dynamics Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
25 Mins
Credit Analyst Advanced Oracle Up to 1 Hour Credit Policy Credit Scoring Credit course ERP
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.
FREE
15 Mins
Credit Analyst Latest Microsoft Dynamics Foundation Up to 1 Hour Credit Scoring KPIs and Reporting Collections Prioritization Credit course ERP
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.
FREE
60 Mins
Advanced Short Course <60 Mins Collections_New Popular
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!
FREE
20 Mins
Credit Analyst Latest Advanced Microsoft Dynamics Up to 1 Hour Credit Policy Credit Scoring Credit course ERP
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
FREE
20 Mins
Credit Analyst Oracle Microsoft Dynamics Foundation Up to 1 Hour Credit Policy KPIs and Reporting ERP Essentials Prioritization Credit course ERP
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.
FREE
30 Mins
Credit Manager Credit Analyst O2C Foundation Up to 1 Hour Recruiting and Talent Management Prioritization Credit Director Treasurer
Leadership Language Masterclass
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.
FREE
60 Mins
Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
60 Mins
O2C Up to 1 Hour Stakeholder Management Soft Skill course
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
60 Mins
Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
15 Mins
Credit Analyst Up to 1 Hour ERP Fundamentals Time Management
What is the Miller Act?
The Miller Act is the federal payment bond statute that requires general contractors to furnish payment bonds, on projects over a certain threshold, contracted by the United States. Know everything about Miller act, its importance and a brief history.
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Credit KPIs Skill Test
FREE
Credit Manager Credit Analyst KPIs and Reporting Assessments
Account-Based Marketing Enablement Session: ABM Framework - 10/19/2022
Going forward E/FTAs will receive quarterly feedback on leading and lagging indicators as part of the H2’2022 pH process. These inputs will feed into our existing pH structure as KPIs.
FREE
HighRadius_Internal
6 Steps to Preventing Collection Problems
What are the things you should prepare for before jumping on a collections call and how to decide your collection goals, trade-offs, and alternative strategies while anticipating your customers' behavior? Read this full article to unlock secrets to prevent collection problems in 6 easy steps!
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Marketing Enablement Session: Marketing Qualified Leads (MQLs) 9/22/2021
How to identify and prospect Marketing Qualified Leads (MQLs). Part one in the Project MOB series
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Overcoming Objections - 10/06/2022
A collection of most common objections E/FTAs face while contacting a Prospect and how to convert their No's to Yes.
FREE
HighRadius_Internal
Basics of Credit and Collection Policy
Know everything about credit and collection policy,its processes, its benefits and credit department roles and responsibilities in formulating and maintaining the credit policies.
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Marketing Enablement Session: Staffing Industry: Theory in Practice - 07/14/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Report Creation
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on how to score Prospect's OTC Maturity and develop the OTC Maturity Assessment report/output.
FREE
HighRadius_Internal
Treasury Enablement Session: Testing Stakeholders Part 2 - 6/29/2022
A session focused on testing heros and detractors.
FREE
HighRadius_Internal
Treasury Enablement Session: Client Reference Requests - 5/19/2022
In this session, we reinforced the process of conducting Client Reference Requests for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: AI Readiness Assessment - 7/07/2022
A session focused on how to deliver the AI Readiness Assessment
FREE
HighRadius_Internal
Sales L&D Session: Handling SAP ERP Migrations 6/10/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Collections Execution 12/16/2021
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Collections execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Treasury Enablement Session: Treasury Discovery Call Reinforcement Play - 04/07/2022
A formal review of the Treasury Discovery Call Deck and how it applies to your Discovery Call
FREE
HighRadius_Internal
Sales L&D Session: Hooks Overview 6/24/2021
Weekly Sales training sessions.
FREE
00:47:11
HighRadius_Internal
Sales L&D Session: Disrupting Blind RFPs 10/14/2021
A primer on best practices around how we should approach a request for proposal (RFP) where we are going in 'blind' - how to assess influencers, prospect priorities, and how to best position our unique sales process to maximize our chances to win.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Don't Major in the Minors Part 2 - 7/18/2022
Part 2 of the Don’t Major in the Minors enables POD Leads to stay on the Strategic track and avoid Noise Track to better focus on their VGIs
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 1 - Order to Cash 02/11/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Sales L&D Session: Solution Evaluation Plan 9/09/2021
An overview of the Solution Evaluation Plan, a tool to reduce friction and provide transparency into our selling cycle and help gain buy-in on our evaluation process.
FREE
HighRadius_Internal
Mid-Market Sales Enablement | DC1 Listening Party - 08/22/2022
Watch an engaging reinforcement session on the new GtM Autofin strategy for executing Discovery Call 1. In this session, we will review case studies from Mid-Market Sellers, followed by a group discussion highlighting wins and areas of improvement.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Deductions Execution
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Deductions execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting Phone Calls 2.0 - 11/23//2022
An overview of best practices for E/FTAs to make successful phone calls to potential new Customers.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - EIPP Execution
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on EIPP execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Mid-Market Sales Enablement | Intro to Environments - 10/17/2022
A session focused on introducing environments, common environment scenarios with the customer, and what HighRadius offers.
FREE
HighRadius_Internal
Sales L&D Session: Discovery Call 2 Recap and Best Practices Demo - 8/26/2021
A refresh of the Discovery Call 2 methodology and a live example of a Best Practices based demo in a DC2
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment 11/18/2021
An overview of the Order to Cash (OTC) Maturity Assessment, a play intended to drive alignment and engagement to get to the Detailed Value Assessment.
FREE
HighRadius_Internal
9 Steps to Handle Irate Customers Effectively
Follow these 9 effective steps and learn how to handle irate customers during a collections call and get a positive outcome from them.
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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.
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Nine Strategies You Can Use to Avoid Excessive Legal Fees
Although we are going to give you nine sure-fire ways to save money on legal expenses, it's critical that you first consider a couple of facts.
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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
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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
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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
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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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Tip: Top 6 Tips On Obtaining Financial Statements from Your Customers
Only a very few companies-those possessing some kind of tremendous leverage can get financial statements all the time. In this article, Cindy Moorhead shares 6 tips for obtaining financials from your customers.
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Cash Flow and DSO
How do you determine your company's profitability as an A/R manager? Does cash flow serve as a metric for you? However, a healthy cash flow should be the primary concern. Utilize this article to develop a strategy for tracking your cash flow and considering ways to increase it by reducing the DSO.
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Sales and Use Tax from the B2B Perspective
Know the concept of Sales Tax Nexus and how it will be applied in accordance with state laws and regulation in line with general sales tax.
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Credit Scoring Modules: A Credit Manager's Best Friend
Creditors, how successfully are you minimizing the credit risks for your company? This article highlights effective steps to use of Credit Reporting Services. Read More!
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A Letter Explaining Credit Limit for a New Account
This letter can be used to ask for additional reference if you don't have enough information to set up a new account.
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Changes Ahead for How You Handle Credit Evaluations
The traditional method of checking credit has always been to have a prospect fill out a credit application and submit its latest financial report. A credit analyst then typically orders a credit report, requests trade and bank references and analyzes the firm's financial statements before reaching a credit decision.
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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.
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Tip: Ten Ways to Develop a Productive Relationship With Sales
Credit and the Sales team work together well in many companies. Unfortunately, this may not always be the case. It may be that neither credit nor sales fully understand the objectives and priorities of the other. This results in misunderstandings, or even a contentious relationship.
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The Coming Fusion of Technology and Credit Management
Advances in technology will continue to impact the credit management profession. Combined with the emphasis the C-Suite has placed on the digital transformation of finance functions, expectations are for an even more automated future, supported by much deeper customer and process insights.
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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
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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.
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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
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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
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Tip: Four Best Practices for Conducting a Job Interview (Part Two)
This is Part Two of last week's Tip. Part One focused on preparation for interviewing an applicant or for someone in your department seeking a different department position or promotion.
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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.
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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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Case Study of a Vendor: Edward Don & Company Optimized Credit Line Management
Does your credit team use a statistical scoring model to determine the risk profile of each customer? Using this approach, Edward Don & Company was able to anticipate their customer's credit score with accuracy and reduce DSO by 6 days. Learn more about the statistical scoring approach and how it may help you improve your overall credit and collections performance by reading this article.
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The Proforma Invoice and Its Value in Export Sales
Are you part of a manufacturing or purchasing industry and unaware what exactly is a proforma invoice? Read full article to know the understand the term proforma invoice and how to creating one.
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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
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Energizing a Credit Staff's Potential
Lack of training, direction and/or up-to-date systems can lead to credit staff working for long time without achieving full potential. Know what steps you must avoid for managing credit department stress.
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Do Unemployment Figures Portend a Coming Wave of Bankruptcies?
Despite the pandemic and the economic turmoil it caused, bankruptcy filings have been declining over the last 4 quarters and marked a 15-year low in February 2021 not seen since before the Great Recession. Meanwhile, unemployment shot up to over 14% by May 2020 and has since declined to 6.2%.
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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.
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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.
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Do Your Struggling Customers Know Major Financial Assistance May Be Available Through the ERTC?
Paycheck Protection Program money had helped a small truck services company continue operating in the pandemic and retain their 43 employees. But business through 2020 and 2021 remained very slow, and management was now facing some difficult options. Then they were advised to look into the Employee Retention Tax Credit (ERTC), and that's where they found business salvation.
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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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A Financial Analysis Excel Template for Credit Analysts
Use 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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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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Credit's Mission Statement
Find the most important parameters that can help you in preparing a credit mission statement correctly.
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Ask These 3 Questions to Reduce Your Unclaimed Property Liabilities
The next one might be your credit department. How do you establish protocols to abide by the state's escheatment legislation and minimize your liability? Do you abide to any set guidelines and procedures? Consider these 3 questions to streamline your escheatment process using this article as a guide.
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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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How to Build Your Own Credit Limit Matrix?
Here's how you could build your own credit limit matrix to save time, reduce costs, and contribute to more consistent credit decisions.
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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
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Six Ideas to Deal With a Negative Person in the Workplace
At work, have you come across someone whose attitude and negativity simply “takes the air out of the room"? This article illustrates steps to turn all this negative energy into something constructive.
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Tip: Interviewing for a Credit Department Position? Ten Ideas to Benefit Both the Interviewer and the Candidate
Interviewing can be a challenge both for the interviewer and the candidate. The fact is that hiring managers may not be adept at how to interview effectively. They have not been formally trained and have been given little direction by their management. Not focusing on the right things, makes it difficult for applicants to demonstrate why they should be seriously considered for an opening. Even worse, the hiring manager may make a decision without a thorough understanding of how the applicant wil
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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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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
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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.
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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
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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.
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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
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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.
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Tip: Effective Leadership Requires Balance
This is the time when effective leadership is needed the most
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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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How to Recognize Your Customers When Collecting Debt
How do you evaluate your customers as a debt collector? Do you use any magic wands? Prior to collecting, it's critical to have a solid understanding of your clients. Use this article to your advantage to discover how to recognise your consumers in these three ways.
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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.
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NCS White Paper: Debtor Name Changes Under UCC Article 9: The Importance of Keeping Financing Statements Current & Accurate
Even when secured party files a financing statement correctly, post-filing events can cause a financing statement to become ineffective and can result in loss of perfection. In particular, post-filing changes in the debtor's name can invalidate the financing statement with respect to certain collateral, read this article by NCS to learn more.
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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.
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How to Collect Past-Due From a Defunct Company
The best way to avoid bad-debt by a defunct company is to escalate the collection process sooner and get to your customers before they go bankrupt, Read full article to understand how to work with defunct company
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Managing Credit Department Time
Charles M. Boring, CCE, who is credit manager for Anchorage (Alaska) Cold Storage Co., is also a time management expert. He conducted time management seminars in the Anchorage area, and he diligently employs time management strategies in his department. What are the most important of these strategies? He cites three:
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Tip: My Company is Making an Acquisition. What Do I Do Now? (Part One)
What actions are needed if your company acquired another, or consolidates and merges another business unit's accounts receivable into your existing AR portfolio? How will this new workload be handled? What differences in business practices will you, as the Credit Manager, have to understand and deal with? There will be a number of uncertainties surrounding the collection effort required and risks associated with your new accounts.
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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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Four Questions to Ask When Evaluating Customer Risk
If it wasn't for risk, companies would not need credit managers. This is truer than ever given that the types of risk, about which corporate executives and investors are concerned, are expanding.
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Practical Advice For Building Your Relationship With Sales
Do you know that you can reduce the stress to lower the credit risk and make all sales profitable at the same time? Discover how to foster trust with your sales team with the help of these useful advice.
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Current Ratio: A Reliable Indicator or a False Signal?
Do you know that a favorable current ratio can improve your cash flow and provide you with a decent margin of safety? What is a good current ratio, though? With the help of this article, you can learn how to benchmark a good current ratio and maintain a watchful eye on the financial health of your business.
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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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Tip: Ten Things to Consider When You Terminate An Employee
One of the most unpleasant responsibilities of any manager is to terminate an employee who is not performing. Your company is likely to have a formal performance improvement program. Despite a manager's best efforts, an employee may not be capable or unwilling to perform at the expected level.
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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.
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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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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.
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Five Keys to Making Credit Scoring a Success
Though used extensively in consumer credit and collections, as well as by the financial services community, credit scoring has been slow to catch on in the trade credit environment. However, driven by demands for both greater productivity and greater risk monitoring, credit scoring is now showing signs of gaining momentum.
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"What to Say When Applicants Don't Meet Your Credit Standards "
Learn how to avoid discrimination suit under ECOA while denying credit to applicants who don't meet your credit standards. You'll also understand best practices on communicating this to applicants who are not getting what they want.
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The 'Recession' From a Trade Creditor Economist's Perspective
In comes a big order from a regular customer that Sales has been chasing for months. But this customer took a terrible beating in 2020 and is still fighting its way back. And now they're looking for extended terms. What to do? We asked Chris Kuehl, Managing Director of Armada Corporate Intelligence and widely acknowledged as the dean of trade credit economics.
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Tip: Eight Things to Consider to Relieve the Impact of Stress
Here are the most important reasons that plays a major role in rejecting a customer purchase order.Find the each important reason for rejection
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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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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.
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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
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Best Benchmarking Practices for Bad-Debt Reserve Calculation
According to a recent CFO magazine survey, the auditors challenge the reserve balance two-thirds of the time. Are the techniques used by your credit team to estimate bad debt reserves appropriate? Discover the best GAAP benchmarking procedures for determining bad-debt reserves by reading this article.
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Eliminating the Excuse: Eight Steps to Take When Your Customer Claims "I Never Got the Invoice
Here's a checklist of eight items that can help you reduce the most common customer excuse of "I haven't received the invoice".
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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.
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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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Four Expert Ways to Cure Deduction Problems
Are Chargebacks a major problem for your company too? Kelly Ceransky, Director of Accounts Receivable and Credit in this article has talked about 3 ways to overcome chargebacks.
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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.
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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.
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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.
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Tip: What is ESG and Why Should I Care About It?
You may have been hearing the term ESG and wondered what it means. As a credit manager, you should be aware of how recent global and domestic legislative initiatives bring ESG into the forefront as compliance and social issue. Many in the workforce today want to work for a company that supports environmental concerns, and social diversity, and demands good governance. ESG is likely to affect how companies attract new employees and manage turnover.
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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.
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Considerations When Automating the Credit Application Process
The following is an overview of how the online credit application process works, the key benefits and considerations for those planning to automate the credit application process.
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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.
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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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Penetrating Portals for Payments
Time was when the only problems collecting from financially strong customers were nuisance claims, disputes, and the terms some of them would muscle into your transactions. Now, with outsourcing of payables, you're apt to find your customer has no idea of what's going on or is interested in dealing with discrepancies.
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Credit Managers You Can Be a Hero: Contribute to Your Company's Revenue and Profit Performance
Know how a credit manager play a major role in a company's credit department. Find the importance, objectives and contributions of a credit manager in company's revenus and profit performance. Dive in to this article and know the information with examples
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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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Tip: My Company is Making an Acquisition. What Do I Do Now? (Part Two)
As a Credit Manager, you need to be prepared to take the actions necessary if your company has acquired another or consolidates and merges another business unit's accounts receivable into your existing AR portfolio. How will this new workload be handled? What differences in business practices will you as the Credit Manager, have to understand and deal with? This is Part Two of “Tips” to help you plan this out for an effective transition.
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Tip: Consider the “Four C’s of Negotiation” for a Successful Outcome
Here are the most important reasons that plays a major role in rejecting a customer purchase order.Find the each important reason for rejection
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Telephone Collections: 10 Do's and Dont's
Here are the top 10 do's and dont's in telephone collections. These will help you become more effective when you call for a customer who owes your company money
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Five Tips for Collection Calls That Get Results
Even in today's automated environment, collection calls are an essential part of the Credit Department's role. This can be an unpleasant and daunting task for a collector, and for you as a Credit Manager when collection issues are escalated.
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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
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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.
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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.
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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.
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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
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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
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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.
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Dr. Credit: Promissory Note: A Simple Form That Accomplishes Many Things
When you negotiate a payment plan with an honest but troubled customer, a Promissory Note is your best friend. Read this article to understand best practices. As a bonus, download a free template at the end of the article.
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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
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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.
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Extending Credit to a Small to Medium Enterprise (SME)
The recent volatility in our economy has been rough on small and medium-sized companies. It has made it even more complicated to evaluate their creditworthiness and set reasonable credit lines. In addition to current issues, you should consider the foundational elements the business is built on. When reviewing the creditworthiness of an SME, particularly a startup business, consider the thoroughness and credibility of their business plan.
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Best Ways To Deal With Complainers in the Workplace
This article discusses best ways to handle and deal with complainers in workplaces.These steps will help in dealing with difficult people and tough situations in the credit department.
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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
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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
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Buffett: Understanding the Difference Between Real and False Expenses
As a credit analyst, are you adhering to good accounting practices and directing your money to the right initiatives? Unneeded expenses could eventually drive you out of business. To find out what Buffett considers to be real expenses and how to implement some of the greatest accounting principles, thoroughly read this content.
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Collections: Retainage -- Rules and Methods to Get Your Hands On The Money
Retainage practices have been built to both promote its use (in government contracts) and prevent its abuse (in private projects). Explore this article to learn about the key features of retainage laws and how to use them.
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Top Interviewing Strategies For Collection Specialist
Explore highly structured and skillful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
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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
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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
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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.
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Tip: Revisiting Your Role in the Cash-to-Cash Cycle Six Tips You Can Take to the Bank
In the past, we have published Tips and articles explaining the role of Credit Management in the Cash-to-Cash Cycle. This is a reminder along with five tips that may help you and your company.
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8 Proven Best Practices For An Effective Customer Visit
This article covers eight best practices for customer visits right from setting the date and time to negotiations.
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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
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SnapShot Survey on Credit Department Staff Morale and Motivation
When morale is high and people are motivated, performance is typically enhanced. This survey takes a quick look at performance, morale, and bonuses within the context of credit organizations.
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Understanding a Cash Flow Statement
A detailed grasp of a company's cash flow data is necessary to assess its financial health. Examining the cash flow statements attentively can usually simplify the decision-making process. Read this article to learn how to analyse this cash flow statement.
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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.
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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.
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Top Negotiation Skills That Are Key to Collections
Negotiation skills plays a vital role in collectors roles.Here are the top 6 collection negotiation techniques and skills required for effective debt collection for every collector
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Be a Key Player in Maintaining Your Company's Financial Stability
Accounts Receivable is your company's working capital lifeblood. During economic downturns, credit management becomes an even more essential function. It is likely to be a top priority for senior management. This is the time for credit managers to broadcast your value and exercise your professional skills.
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Collaborating with Other Departments to Win Customers' Trust and Business
At Berlin Packaging, cross-departmental collaboration is not just a "nice-to-have," but a crucial part of the strategy to winning our customers' trust and business. And Credit plays a key role in these meetings.
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Most of Your Small Business Customers May Be in Dire Straits
After two years of battling the Covid economy, inflation pressure and the prospect of a recession have put many small businesses up against the ropes. According to a June 2022 study by Digital.com, nearly two out of three small businesses say that continued inflation could force them to close shop. The study surveyed 1,000 owners or co-owners of businesses with fewer than 500 employees.
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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
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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.
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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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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
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Customer Self-Service in B2B Order-to-Cash White Paper
DSO will significantly decrease by 39%, claims Billentis, if the billing and invoicing process is more automated. Leverage  this article to understand how to convert your paper-based manual invoicing process to an electronic one.
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Changes to the Bankruptcy Proof of Claim Form
Do you know that over the years, proof of claim has undergone a number of revisions? For creditors to properly react to claim requests, they must be notified of any such developments. To become familiar with all the changes to bankruptcy claims, thoroughly read this material.
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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.
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Credit2B Goal: How to Make Credit Reporting Services Obsolete
As a creditor, are you able to collate best of both credit groups and credit reporting data? Read this article to learn how to make credit risk assessment using Credit2B services.
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Are Job Satisfaction and Management Support the Real Secrets to High Performance?
Employees who feel treated with respect by their managers are 63 % more fulfilled at work, according to HBR. How can you motivate your employees to give their best work? Browse through  this information carefully to discover how to create the best environment for your workers.
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Remote AP Staff Can Trip Up the Most Stringent Collection Efforts
Recent polls show that 58 percent of workers now have remote options and 87 percent prefer them. With figures like that, it's unlikely that the all-hands-on-deck attendance of so many years past will return anytime soon. And, while ever-improving electronics are supposed to be overcoming communications problems, the fact is that remote workers can be much harder to reach and work with. That's slowing down collections.
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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.
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B2B Portfolio Risk Analysis During a Recession
Learn all about portfolio-risk analysis, corporate credit analysis and bad-debt reserve calculation and estimates
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90 Mins
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[Free] 4 in 1 DSO Calculator (Excel Tool)
Using this Excel tool will allow you to calculate DSO and help you to measure the collections performance of your company
FREE
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ListServe Thread: Credit Application Fraud Question
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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.
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Snapshot Survey on CECL Preparation
CECL stands for Calculated Expected Credit Loss. It requires a new methodology to be used, dictated by the Financial Accounting Standards Board (FASB), for estimating future credit losses. Though primarily focused on lenders, CECL applies to all entities that extend credit. CECL was to go into effect for all SEC filers beginning on January 1, 2020, but due to COVID, entities that had not yet implemented it were given a two-year grace period that ends this year.
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Are You Ready for January 2023 Current Expected Credit Losses Requirements? What You Need to Know, and What You Need to Do
In April 2021, we published a Tip covering Current Expected Credit Losses (CECL) requirements. Although implementation was delayed during the pandemic, CECL is now set to come into effect beginning January 2023. Financial Statements for periods after that date should reflect the CECL methodology for calculating AR losses. If your company has already adapted to the new requirements, the following may be validating. If you have not yet started, it will hopefully be informative and help you with an
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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!
FREE
10 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
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.
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15 Mins
Latest O2C Up to 1 Hour A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New Popular courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
ABC's of Trade Deductions and Settlement Methods
Understand the three common methods for trade deduction settlements in this free course. Along with that, Kim Ericson covers performance based allowances.
FREE
20 Mins
O2C Foundation Up to 1 Hour Deductions Manager Deductions Resolution Deductions 101 Deductions Analysts Deductions course Short Course <60 Mins Beginner Deductions_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
What does ISO 20022 Mean for Credit Leaders?
The biggest challenge in B2B payments for the receiving company is capturing the remittance details. This had been a growing problem with the increasing use of ACH and credit cards for commercial payments, especially in situations where multiple invoices are being paid or payment deductions are being taken.
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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
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30 Mins
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[FREE] Template: Pending Third-Party Referral Demand for Non-Payment of Past Due A/R
Leverage this free, downloadable letter template to demand for overdue receivables with third stage notice of pending third-party referral letter.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization Resources Downloads Collections Collection Negotiations
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.
FREE
20 Mins
Advanced O2C Up to 1 Hour Deductions Manager KPIs and Reporting Deductions Resolution Deductions 101 Deductions course Short Course <60 Mins Deductions_New Popular courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
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.
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Corpay Cross-Border Launches Netting Manager to Streamline and Automate Internal Invoice Settlement
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Credit Today ListServ: SnapShot Survey on AR Dashboard Utilization
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Snapshot Survey on Collection Coverage
We conducted this survey to cover a gap in our forthcoming Staff Benchmarking Survey. Most of all, we wanted to find out how many accounts were handled by the typical collector. From this survey, we can see there is significant variation depending on the sales volume of each company, with smaller firms handling many more accounts per person than larger firms, but there was also a lot of overall variance within each segment.
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Credit Management and the Evolving Role of Middle Management
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The Coming Fusion of Technology and Credit Management
Read this interview with Chief Product Officer of HighRadius, as he talks about how you and AI could work together to enable better credit decisions!
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Tip: 10 Characteristics to Look for in a Credit Department Candidate
Finding the right people to staff your Credit Department is not an easy task. One thing every Credit Manager knows is each day is filled with challenges and pressure to meet objectives. A Credit Analyst, Collector, Deductions Analyst, or Cash Applier must have specific skills to accomplish what is assigned to them. With that said, there are common and essential characteristics any Credit Department staff member must have to be successful.
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Tip: Eight Ways to Transition Individual Contributors to Team Players
Read this blog to understand why every manager hopes to work with individual contributors who are highly competent and motivated.
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Tip: Consider the Management Factor When Making Credit Decisions
There are many things to consider when you evaluate the creditworthiness of a customer. It is important to take a realistic look and go beyond the financial statement, and bureau reports. You have to also evaluate the company's management factor. The “management factor” relates to how prepared the management team is to run the company. This is a major factor in a company's ongoing success when facing competitive forces, cost concerns, supply chain dynamics, and working capital issues.
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Why You Must Get a Seat at the Table in the Current Wave of Incredible Tech Upgrades
Read this blog to understand why is it necessary now more than ever to move away from legacy and manual based processes and start your journey towards digital transformation.
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August Job Growth Among Small Businesses Unchanged from July
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Trivest Partners Acquires ABC-Amega
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Mastercard SpendingPulse: U.S. Retail Sales Expected to Grow 3.7%* This Holiday Season
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Credit Managers Guide to CECL: Planning and Implementation Methods
Watch this online training to understand what is CECL (Current Expected Credit Loss ) and how to prepare for it
FREE
Short Course Old <60 Mins Intermediate Credit_New
Credit Manager to CFO: Planning Career Growth
Join us for a thought-provoking discussion and you'll walk away with great insights to help you plan your next promotion!
60 Mins
New Customer Credit Evaluations
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Equipment Leasing and Finance Association’s Survey of Economic Activity: Monthly Leasing and Finance Index
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ListServ SnapShot Survey: Cash Forecasting
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Dun & Bradstreet Launches Global Business Optimism Insights
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Equipment Finance Industry Confidence Ticks Up in June
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Mitigating the Credit Risks of Selling to Small Companies and Partnerships
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U.S. Financial Services Industry Study Demonstrates Feasibility of a Regulated Digital Asset Settlement Platform Supported by Shared Ledger Technology
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Digital Transformation Meets Customer Experience: What Credit Managers Should Know
To be competitive, businesses have to manage all customer facing processes in a way that delivers an excellent customer experience. Read this blog by our expert David Schmidt on how you can meet your customer experience by Digital Transformation.
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It’s Time to Have the Tough Conversations
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Swift and Wise Join Forces to Expand Cross-Border Payment Options Globally
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Marketing Enablement Session: Developing a Sniping Strategy 10/20/2021
How to take a HOCO and turn it into a personalized messaging strategy to developed compelling outreach messages.
FREE
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How to Stop Negativity from Dominating Your Daily Thoughts
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Visa and Swift Team Up to Enhance Transparency, Speed and Security in Global B2B Money Movement
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Tip of the Week: Financial Ratios That Can Help Make a Credit Decision, and a Surprise Ending
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Credit Skillcon '21: Manager Bundle
Get access to three workshops on assessing creditworthiness, building excel deductions dashboards and onboarding new customers by Bob Shultz and Jessica Butler for $282.75.
$282.75
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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 steps to thwart cyber frauds in office or while working remotely
FREE
60 Mins
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Chart of The Week: A Changing Business Environment Illustrates the Need for Flexible Payment Options
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An Introduction to Instant Payments for Business Credit Executives
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Your Job Applicants May Not be Telling You The Whole Truth
1 in 5 who’ve previously lied are currently applying for jobs using a deceitful resume. This survey conducted by resume builder has changed the perspective of interviews for many interviewer.
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FY 22 Chapter 11 Recovery Rates: A Mixed Bag for Unsecured Creditors
Bankruptcy This is a blog Credit
Credit and Collections Career Development Tutorial
Join us for an intriguing discussion, and you'll walk away with great strategies to think deeply about your development needs.
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60 Mins
Credit Manager Recruiting and Talent Management Credit Career Growth Compass course
Hackett: Largest U.S. Company's Hit a Ceiling on Delaying Supplier Payments; Payables Challenges Drive Worsening of Working Capital Performance
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Trade Creditors' Checklist | How to Ensure All Round Staff Development
Learn steps to strike the right balance between credit staffing and skill development
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Cash Flow Concerns Rise as SMBs Brace for Economic Downturn
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Divergent Views on Employee Well Being
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Tip: The Six W's of Managing Up
There is a lot of information available about how a Credit Manager can best manage credit department staff. Another critical topic is how to manage up. The interaction and support you offer your manager when to ask for help, or helping set your manager's expectations of you and your department, can be as important as managing down. That is where the following “Six W's” of managing up, come in.
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Modern Treasury and BMO Improve Speed of Payment Flows for Commercial Clients
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ABA Report: Bank Economists Expect Credit Conditions to Soften in the Second Half of the Year
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How to Measure Treasury's Success
This course will help you understand how to measure the success of the treasury department and how it benefits the other departments.
FREE
30 Mins
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Swim through the Good, Bad, and the Ugly UCC War Stories
Watch this panel discussion to get insight into UCC best practices as our experienced panelists share their good, bad and ugly UCC stories.
FREE
50 Mins
Credit Manager Up to 1 Hour Deductions Manager A/R Manager Manager
Financial statement analysis for trade credit analysts course
FREE
Credit Analyst Credit Scoring Credit course
Mastercard Introduces a Fast, Safe and Cost-Effective Solution for Businesses to Accept Virtual Card Payments
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Portfolio Management: Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of portfolio management to create the right balance between risk and collections.
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5 Mins
Credit Manager Credit Analyst Portfolio Analysis Credit quiz
Record and Extract Trade Credit Report in NetSuite
Watch this video tutorial on NetSuite to learn how to enter and extract customer’s trade credit reports in just a few clicks.
FREE
04 mins
Credit Analyst NetSuite Up to 1 Hour Credit Application ERP Fundamentals Analyst ERP
Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds
This course helps you identify gaps in your payment processes that can be an enabler of fraud.
FREE
60 Mins
Credit Manager O2C > 2 Hours Foundation Up to 1 Hour Credit Scoring A/R Frauds and Laws Credit course
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.
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Creating Customer Invoice in SAP
This course will help you understand the basics of invoicing in SAP, and take you through a step by step guide on how to create a customer invoice using requisite T-code.
FREE
10 Mins
Credit Manager SAP Foundation Up to 1 Hour ERP Fundamentals
Tip: Addressing Credit Department Staffing Challenges From a Panel of Experts
Read this blog to understand why every manager hopes to work with individual contributors who are highly competent and motivated.
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Sail through the Recession: Mitigate Credit Risks with Secured Transactions
Watch this panel discussion to learn how you could secure your transactions and protect your business from credit risk as recession fear rises.
FREE
70 Mins
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APP Scams Emerge as the Top Payments Fraud Threat With Fraudsters Changing Tactics, Finds ACI Worldwide Report
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Handling Closed Referenced Items While Remittance Processing
Get expert insights on how to handle closed referenced items while processing remittance
FREE
15 Mins
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Handling Duplicate Payments in Cash Application Remittance Processing
Watch this tutorial and learn how to handle duplicate payments in remittance processing and minimize delay straight-through posting for A/R analysts now!
FREE
20 Mins
Latest O2C Up to 1 Hour A/R Manager Cash Reconciliation A/R course
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.
FREE
60 Mins
Credit Manager Credit Analyst Collections Analyst Deductions Manager Credit Policy Credit Scoring Portfolio Analysis A/R Manager Deductions Analysts Bankruptcy Credit Skillcon 21 Credit course
Serving a Booming Business with a Hybrid Credit Staff
Read this blog to know how you can manage a business and staffs in a hybrid mode
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Handling AR Portfolio during Mergers, Acquisitions, & Consolidating Operations
Learn what to do if your company expands its AR portfolio through acquisition, merger, or operation consolidation.
FREE
20 Mins
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Upgrade Your Collection Game with HRC Analytics
Join our experts as they discuss how to leverage 100+ out-of-the-box reports and actionable insights to save time and improve A/R performance.
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50 Mins
Collections Analyst Collections A/R course
What Will Be the Impact of AI on Your Industry?
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Revolutionizing the Accounts Receivable Landscape: The Fintech Industry’s Impact
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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.
40 Mins
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Managing Credit Department's Time: How to do Twice the Work in Half your Time
Join this discussion to learn tried and tested methods of making your credit teams efficiently manage their time better with proper goal setting and prioritization.
Credit Manager Credit Analyst Trending Up to 1 Hour Time Management Credit Director Soft Skill Leadership course Soft Skills & Career Growth
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.
FREE
40 Mins
Microsoft Dynamics Up to 1 Hour Collections Analyst Collections Prioritization Collector Collections course ERP
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
FREE
50 Mins
Advanced Up to 1 Hour Deductions Manager Deductions Resolution Big Box Retailers Deductions course Short Course <60 Mins Deductions_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
IREC Self Service Content
FREE
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.
FREE
15 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collector Collections course ERP
Financial Statement Analysis for Commercial Credit Teams
Financial statement analysis plays a major role for credit operations. Analyzing financial statements like balance sheet, income statement and cash flow statements requires few techniques & insights and helpful in all credit decisions.
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Balancing Credit Sales and Profits: How to Sell Profitably on Credit Terms to Customers that Are Financially Vulnerable
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Think Like Your Boss
Read this blog to how as a credit manager you can take the time to step back and assess your department's deliverables
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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.
FREE
10 Mins
Latest SAP Foundation Collections Analyst Collections Prioritization Collections course ERP
Credit and Collection Laws: Fundamental Skill Test
Take this 5-minute quick assessment to determine whether your credit and collection professionals are proficient in FDCPA, ECOA, and Antitrust laws at all levels.
FREE
5 Mins
Credit Manager Credit Analyst O2C Collections Analyst Collection Call Negotiations A/R Manager Collections Analyst Credit quiz Collection Negotiations
Tip: Lead Change or Get Out of the Way. How do You Stack Up?
There are many things to consider when you evaluate the creditworthiness of a customer. It is important to take a realistic look and go beyond the financial statement, and bureau reports. You have to also evaluate the company's management factor. The “management factor” relates to how prepared the management team is to run the company. This is a major factor in a company's ongoing success when facing competitive forces, cost concerns, supply chain dynamics, and working capital issues.
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Number Range Configuration in SAP
In this tutorial, you will learn how to create number ranges and customer masters in the SAP system.
FREE
10 Mins
SAP Foundation Up to 1 Hour ERP Fundamentals
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.
FREE
15 Mins
SAP Up to 1 Hour Deductions Manager ERP Fundamentals Deductions 101 Deductions Analysts Deductions course ERP
Creating Customer Account Group in SAP
Watch this advanced guide on how to create your customer account group in SAP
FREE
10 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Application ERP Fundamentals
Federal Reserve Names Organizations Certified as Ready for FedNow® Service
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Same Day ACH Transfers $1.2 Trillion in First Half of 2023 Helping Power the Modern ACH Network
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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.
FREE
20 Mins
Oracle Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization
Equipment Leasing and Finance Association’s Survey of Economic Activity: Monthly Leasing and Finance Index
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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. This course helps to improve your collection management.
FREE
20 Mins
SAP Foundation Up to 1 Hour Collections Analyst Credit Policy Collections Prioritization Collector Collections course ERP
Creditor's Guide to Secured Transactions: How to Protect Your A/R
Discover how secured transactions can increase your sales while protecting your receivables.
$79
60 Mins
Credit Manager Latest O2C A/R Frauds and Laws A/R Financing Credit Skillcon 21 Credit course
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.
30 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst KPIs and Reporting Collections Prioritization Collector Collections course ERP
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.
FREE
30 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation Collector Collections A/R course
ABA Statement on FDIC’s Quarterly Banking Profile
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Credit Risk Assessment: Fundamental Skill Test
Evaluate your credit analysis process and strengthen your credit decisions amid the looming recession by taking this quick 5-minute test on credit risk assessment.
FREE
5 Mins
Credit Manager Credit Analyst O2C Foundation Credit Scoring Analyst Credit quiz Credit Risk Mitigation
Oracle Credit Policies & Scoring Models
Credit management guide to define credit policies in Oracle starting from defining credit checklists to automatic scoring rules.
15 Mins
Credit Analyst Oracle Foundation Up to 1 Hour Credit Policy Credit Scoring Portfolio Analysis Credit course ERP
Announcing BuildingBlocks: A Vibrant New Community for the Unsung Heroes of Construction Credit, Finance and Accounting Professionals
FREE
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Are You Setting Leadership Goals for Yourself?
Anybody who has reached a supervisory level is familiar with goal setting. We are given goals by our managers and then set goals for our departments and our employees. This hierarchy of goals provides us with individual and departmental targets intended to achieve the corporate goals, which are promulgated from on high. When we achieve our goals, we sometimes even get bonuses, which are always very welcome.
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Automated Remittance Processing: A Checklist of Critical Issues
Follow this 8-point informative checklist to apply customer payments in a timely and accurate manner and improve your Order to Cash process!
FREE
Cash Reconciliation This is a blog Cash Application Foundation Cash Application Cash Applications New Blog Template
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 Collection Negotiations Blogs
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
This is a blog Collection Negotiations Downloadable Assets
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
FREE
4 Courses
Oracle 1-2 Hours ERP Advanced
Credit Policy Fundamentals
This course toolkit will help you get an idea as a beginner on how you can create a credit policy. You have 2-course modules, 2-blogs, 2-downloadable assets, and a quiz you should attempt to obtain a certificate.
FREE
30 Mins
Credit Manager Credit Analyst O2C Up to 1 Hour Credit Policy Credit Scoring Credit Credit Risk Mitigation
Handling 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!
FREE
18 Mins
Collections Analyst A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New
Virtual Banking: Solution to Credit Risk Problems
Learn how AI in Credit Risk Management could mitigate financial risks to increase a company’s profit
FREE
60 Mins
Credit Manager O2C Foundation Up to 1 Hour Portfolio Analysis Trade Credit and Compliance Prioritization Credit course
Women in Credit: Breaking The Glass Ceiling
Join our experts as they discuss the key strategies to build a gender-inclusive workplace.
45 Mins
Credit Manager Up to 1 Hour Credit Director Credit
SAP : Creation of General Ledger Account
In this tutorial, you will learn how to create General Ledger Account in the SAP system
FREE
10 Mins
Credit Manager SAP Foundation Up to 1 Hour ERP Fundamentals
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!
FREE
40 Mins
Credit Manager Advanced SAP Up to 1 Hour KPIs and Reporting Credit course ERP
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. This course helps the users to perform the dunning configuration in SAP easily
FREE
20 Mins
O2C SAP Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collections course ERP
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.
FREE
120 min
Short Course <60 Mins Intermediate Credit_New Popular
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
FREE
30 Mins
O2C Foundation Up to 1 Hour Treasurer Treasury Management course Short Course <60 Mins Beginner Treasury_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
Hiring & Developing Top Credit Talent | 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.
60 Mins
Credit Manager Credit Analyst Advanced O2C Up to 1 Hour Collections Analyst Deductions Manager A/R Manager Deductions Analysts Recruiting and Talent Management Credit Skillcon 21 Credit Director Credit course
FedNow in the News
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The 100 Biggest Public Companies in the World
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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 Soft Skills & Career Growth Downloadable Assets
[FREE] EBook : Case Study on How to Take Credit Decisions Using Porter’s Five Forces Model
Download this EBook to improve your credit decision making process by predicting your customers future.
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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 Credit Risk Mitigation Downloadable Assets
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.
Limited availability
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Four Mistakes of Time Management
Successful time management has to do more with what we are not doing rather than what we are doing. Sometimes it is our mistakes and what we leave out that causes us to fail at achieving the maximum use of our time.
This is a blog Soft Skills & Career Growth Downloadable Assets
O2C Automation: Boon For Credit and Collections?
Read this blog to understand if automating your O2C processes can be beneficial for your business
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Free Fraud Detection Resources for Credit Professionals
The vulnerability of customers, applicants, and suppliers to cyberattacks should be a major concern of credit executives. Analyst firm Gartner, in their report on Innovation Insight for Security Rating Services (July 2018) predicted, “By 2022, security ratings will become as important as credit ratings when assessing the risk of business relationships.” While this prediction has not been fully realized, things continue to move in that direction. Cyber-risks are a core vulnerability that your cou
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Attorney Insights: Riding the Bankruptcy 2.0 Wave in 2022
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.
60 Mins
Credit Manager Credit Analyst Advanced O2C Up to 1 Hour Collections Analyst Deductions Manager A/R Frauds and Laws A/R Manager Deductions Analysts Bankruptcy Credit Skillcon 21 Credit Director Credit course
A/R Aging Report Customization & Analysis In NetSuite
This NetSuite course will help you build up your skills to detect invoices that pay slowly, netsuite report customization and identify possible collection issues.
FREE
30 Mins
Advanced NetSuite Up to 1 Hour Collections Analyst KPIs and Reporting Collections Prioritization Collections course ERP
[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!
FREE
Collections Analyst Collection Call Negotiations Resources Checklist Downloads Collections
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
30 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collection Call Negotiations Collector Collections course ERP
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.
FREE
10 Mins
Latest SAP Up to 1 Hour Collections Analyst Collections Prioritization ERP Fundamentals Collections course ERP
Bankjoy Integrates with Plaid to Enable Seamless Account Management for Businesses
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A/R Aging Reports in SAP | Customization & Analysis
Learn how to generate an SAP aging report in a short 8-min micro-course. Learn how to generate 0-30, 30-60, 60-90 and 90+ days aging buckets or customize according to your needs.
FREE
10 Mins
SAP Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collections course ERP
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.
FREE
Credit Manager KPIs and Reporting highako_testtag_1
Credit Today ListServ: SnapShot Survey on AI Adoption
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U.S. Small Business Administration Announces Strategic Alliance to Support Small Business Exporters
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NetSuite Collections Follow-Ups and Dispute Resolution Methods
Leverage this video tutorial to recover past dues and invalid deductions
FREE
30 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst Deductions Resolution Collection Emails and Letters Collections course ERP
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.
FREE
60 Mins
Short Course Old <60 Mins Intermediate Credit_New
Getting Started with Lean Six Sigma for Credit and Collections
Lean Six Sigma can increase the performance of your business in many ways. Watch this session to learn the unique methodologies for increasing your business performance.
FREE
Credit Manager Latest Up to 1 Hour A/R Manager Credit Director Collections Manager Credit
Cash Application : Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of cash application to check if you are taking the right approach while matching the payments from the customer to the corresponding invoice being paid in the seller's accounts receivable ledger.
FREE
5 Mins
Portfolio Analysis A/R Manager A/R quiz
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
60 Mins
O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
In Case You Are Skeptical About AI/ML Transforming Credit Departments
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NetSuite Customer Master Data Management Training
Watch this video tutorial on NetSuite to learn how to manage your customer master data under one repository.
FREE
15 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst Deductions Resolution Collection Emails and Letters A/R Manager course ERP
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.
40 Mins
Credit Manager Trending Advanced O2C > 2 Hours Credit Policy Credit Scoring Portfolio Analysis KPIs and Reporting Credit Director Credit course
Dun & Bradstreet Reports Second Quarter 2023 Financial Results
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Collection Negotiations: Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of collection negotiation to analyze your customer-management and collection strategy and modify your approach accordingly.
FREE
5 Mins
O2C Collections Analyst Collection Call Negotiations Collector Collections Collections Foundation quiz
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.
FREE
50 Mins
Short Course Old <60 Mins Intermediate Credit_New
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
FREE
90 Mins
Credit Manager Advanced O2C > 2 Hours Credit Policy Credit Scoring Portfolio Analysis Credit Director Credit course
A/R Manager's Guide to Month-End Close Process
Understand the fundamentals of the month end close process, four of the biggest account closing challenges and finally build a comprehensive month-end close checklist.
FREE
30 Mins
Advanced Short Course <60 Mins Credit_New Popular
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.
FREE
40 Mins
Credit Manager Advanced SAP Up to 1 Hour Credit Policy Credit Scoring KPIs and Reporting Credit course ERP
Netsuite Credit Scoring and Rating for Credit Risk Management
Watch this course to Learn how to Manage Credit Risk through Netsuite
FREE
30 Mins
Credit Analyst NetSuite Foundation Up to 1 Hour Credit Scoring course
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
FREE
60 Mins
Short Course
Run a Tight Ship with Effective Management of High Risk Customers
Join this LIVE panel discussion and get expert insight on how you could collaborate with your sales team and effectively manage difficult customers especially during recession.
FREE
60 Mins
Credit Manager Up to 1 Hour Credit Director Director Manager
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
FREE
45 Mins
Trending O2C 1-2 Hours Foundation Stakeholder Management Credit Director course
10 Ways to Approach Training Your Staff
This course will guide you through 10 ways you could approach training for your credit and collection teams and equip them with lastest job-critical skills.
FREE
Credit Manager A/R Manager 25 Mins Credit Director Soft Skill Leadership Director Manager Soft Skills & Career Growth
NetSuite Collections Worklist Segmentation and Prioritization
Segment customers into buckets for faster collection operations in NetSuite.
FREE
30 Mins
Advanced NetSuite Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collector Collections course ERP
Checks Are Risky, But Digital Fraud Is Growing
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Special Report: An Update on Remittance Processing Automation, Part Two: The Promise of AI and RPA
This interview with Chief Product Office, HighRadius and Product Marketing Manager at FIS will provide you great insights about remittance process, it's challenges today and an overview of how AI and RPA technologies are driving remittance processing optimization.
FREE
Cash Reconciliation Cash Forecasting And Month-End Close Cash Application Foundation Cash Application Cash Applications
The Growing Distressed Debt Burden is a Rising Threat
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UCC Filings and Liens: Fundamental Skill Test
Protect your unsecured credit, reduce write-offs, and stabilize working capital by taking this 5-minute quick assessment on the foundations of UCC filings and liens.
FREE
5 Mins
Credit Manager Credit Analyst O2C Foundation Credit Policy A/R Manager Bankruptcy Credit Director A/R quiz Credit Risk Mitigation
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.
FREE
Credit Manager A/R Frauds and Laws
Negotiations 101 for Collectors
Watch this beginner’s tutorial to understand how to proactively prepare for collection call negotiations by deciding your goals, trade-off, and alternative strategies while anticipating your customers' behavior.
FREE
70 Mins
Latest O2C 1-2 Hours Collections Analyst Collections Prioritization Collection Call Negotiations Collector Collections course
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.
FREE
Credit Manager A/R Frauds and Laws
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.
FREE
120 Mins
Advanced Short Course Old <60 Mins Credit_New
Equipment Finance Industry Confidence Improves Again in August
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Learn the Ropes: International Credit Laws, Regulations and Incoterms
Watch this exclusive panel of international credit experts to know more about the latest revisions in international law and tips and strategies to safeguard your business across various regions especially during recession.
FREE
60 Mins
Credit Manager Up to 1 Hour A/R Frauds and Laws Credit Director Director Manager
Bank Lending is Signaling an Impending Credit Crunch
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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
FREE
20 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst KPIs and Reporting Collector Collections course ERP
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.
FREE
15 Mins
Short Course Old <60 Mins Intermediate Cash App_New
Cash Application KPIs and Reporting
Learn how to monitor cash application KPIs and Know everything about cash application process, its implementation to achieve your business goals
FREE
20 Mins
Credit Manager Latest Trending Foundation Up to 1 Hour KPIs and Reporting A/R Manager Cash Reconciliation A/R course Short Course Intermediate Cash App_New Popular courses-for-highako-homepage 20 mins 2 Modules courses-for-highako-universal
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
FREE
20 Mins
Oracle Foundation Up to 1 Hour Collections Analyst Collections Prioritization course ERP
Credit and Collections Workflow in Microsoft Dynamics
Watch the tutorial to learn how the credit and collections workflow will benefit credit analysts
10 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst course ERP
Preference Provision in Bankruptcy: Keeping Your A/R Safe
Learn how preference provision defenses in the bankruptcy code could be leveraged by vendors or creditors to get some payments on A/R
FREE
60 Mins
Credit Manager Credit Analyst Advanced O2C Up to 1 Hour Collections Analyst Deductions Manager A/R Frauds and Laws A/R Manager Deductions Analysts Bankruptcy Spotlight course
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.
FREE
15 Mins
SAP Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collections course ERP
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.
50 Mins
Latest O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
10 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collector Collections course ERP
Turn Recession into a Successful Sales Opportunity
Expert panelists discuss defensive strategies on how you could turn recession into a successful sales opportunity.
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A Rise in Commercial Credit Card Delinquencies: Threat?
This is a blog Credit
Customer Automatic Clearing in SAP
This course will help you understand how to clear customer line items automatically in SAP using TCode F.13
FREE
SAP ERP Fundamentals ERP
Policy Changes to Manage Credit Risk Exposure
Expert panelists discuss how you could align your policy changes with the increasing recession fear and manage credit risk exposure.
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Skills to Recession-Proof Your Career
Industry veterans discuss how you could upskill yourself with job-criticals skills and recession-proof your career.
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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.
FREE
45 Mins
Latest O2C Up to 1 Hour A/R Manager Cash Reconciliation Cash Forecasting And Month-End Close Credit Skillcon 21 Treasurer A/R course Short Course <60 Mins Intermediate Treasury_New courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
What Can Fintech Teach Business Credit Professionals About Managing Risk?
Read this blog to understand how business credit proffesionals can benefit from fintech in today's era of digital transformation.
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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.
60 Mins
Credit Manager Credit Analyst Advanced O2C Up to 1 Hour Collections Analyst Deductions Manager A/R Frauds and Laws A/R Manager Deductions Analysts Bankruptcy Credit Skillcon 21
CREDIT DEPARTMENT PROFILE: Recruiting the Talent You Need for Top Notch Credit and Collection Team Performance
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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%.
FREE
15 Mins
Latest O2C Up to 1 Hour A/R Manager Cash Reconciliation A/R course
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.
FREE
30 Mins
Short Course Old <60 Mins Intermediate Cash App_New
NetSuite Customer Credit Hold Management
Watch this tutorial to learn how to manage customer credit hold in NetSuite in just a few clicks.
FREE
21 Mins
Credit Analyst Latest NetSuite Foundation Up to 1 Hour Credit Application
Ask The Attorney: Latest Legal Issues In Credit & A/R
Get expert insights about newest laws and regulations in credit and find the best ways to prevent any account receivable frauds.
Latest O2C Up to 1 Hour A/R Frauds and Laws A/R Credit
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.
FREE
30 Mins
Advanced O2C Up to 1 Hour A/R Manager Cash Reconciliation A/R course
Alternatives to Bank Financing: Factoring, LOC, Guarantees and Bonds
Learn how to leverage bond or guarantee to establish financial security and get monetary compensation.
FREE
80 Mins
Short Course Old <60 Mins Intermediate Credit_New
B2B Portfolio Risk Analysis During a Recession
Learn all about portfolio-risk analysis, corporate credit analysis and bad-debt reserve calculation and estimates
90 Mins
Credit Manager Advanced O2C Credit Policy Credit Scoring Credit Director Credit course Credit Risk Mitigation
Learning Path: Credit and Collections Risk Mitigation Strategies
Watch this experts guide on various credit and collection risk mitigation strategies.
FREE
7 Courses
Credit Risk Assessment Training for Trade Creditors
This online course on evaluating your customers' creditworthiness based on factors such as the size of the company, D&B scores.
FREE
40 Mins
Credit Analyst O2C Foundation Credit Policy Credit course Credit Risk Mitigation
A Complete Checklist On Bankruptcy Warning Signs For Drivers
Find this checklist about signs on bankruptcy and explore the most important bankruptcy warning signs specifically for drivers.
Bankruptcy This is a blog Downloadable Assets
Sales Enablement Session: Speed to Value with dotVAL Methodology 4/07/2022
HighRadius is adopting a new implementation methodology: dotVAL. dotVAL has one purpose: delivering speed to value (S2V) to our Clients and producing measurable business results in 3 months.
FREE
HighRadius_Internal
[FREE] Checklist With Best Interviewing Tips For Hiring Managers
Discover the best interviewing practices for hiring right credit and collections talent.
FREE
Credit Manager Deductions Manager A/R Manager Checklist Downloads Leadership Credit All Persona Hiring
[Free] Personal Guarantee Template to Reduce SMB Credit Risk
Alleviate credit risks for SMBs with this free personal guarantee template. Secure your financials now!
FREE
Credit Analyst Resources Downloads Documents Credit
[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!
FREE
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[FREE] Checklist: 11 Crucial UCC Filing Tips for Trade Creditors
Download this free checklist before filing for UCC and secure your unsecured credit now!
Collections Analyst Resources Checklist Downloads Collections
[FREE] Checklist: 11 Crucial Negotiation Tips for Collection Analysts
Download this free checklist before negotiating for payments and reduce your company's DSO now!
FREE
Collections Analyst Resources Checklist Downloads Collections
[Free] Checklist:10 Crucial Tips to Upgrade Your Bank Relationship Policy for Treasury
Free Checklist for efficient Bank Relationship Policy
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Resources Treasury Management Checklist Downloads Treasury
[FREE] Checklist: 3 Risk Factors Effecting Treasury Operations
Determine the 3 risk factors that might effect your company's treasury function.
FREE
Resources Treasurer Treasury Management Checklist Downloads Treasury
[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%.
FREE
Collections Analyst Resources Checklist Downloads Collections
[FREE] Checklist: 10 Tips to Improve Your Month-End Close Cycle
Improve your month-end closing by 100% with these fail-proof strategies now!
FREE
A/R Manager Cash Reconciliation Resources Cash Forecasting And Month-End Close Checklist Downloads A/R
Sales Enablement Session: OTC Maturity Assessment Reinforcement 1/27/2022
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This reinforcement session provided top tips and discussion on executing the play effectively.
FREE
HighRadius_Internal
Sales Enablement Session: AutoFin: The Path Forward - 7/29/2022
An overview of our new unified sales strategy - AutoFin - covering Autonomous Recievables, Treasury and Accounting, as well as the launch of our first AutoFin Play - Discovery Call 1 Execute
FREE
HighRadius_Internal
Virtual Banking: Solutions to Credit Risk Problems
podcast
Navigating Walmart's Dispute Settlement Process
Read this Explainer Article to Get Insights about Walmart's Settlement Process.
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Now it Has a Name: The Great Resignation
Read this article to Understand how to Deal with the Nationwide and Industry Wide Issue: The Great resignation.
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Vendor Compliance & A/R Job Responsibilities
Read this article to get insights about vendor compliance and A/R Job Responsibilities.
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Doing Business in Mexico
Read this Article to Get Insights about Credit Review Process for Customers in Mexico.
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Credit and Collection Team Structure
Follow these Tried and Tested Tips on How to Build a More Productive Credit and Collection Team Structure.
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SnapShot Survey on 2022 System Improvement Plans
Get insights from this system improvement plans survey on how to improve your processes and plan for improved performance next year.
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SnapShot Survey on Assigning Credit Limits
Get insights about industry standard practices with regards to setting credit limits.
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SnapShot Survey on Work and Vacation
Get insights from this survey on work-life balance and credit professionals vacation habits.
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Sales Enablement Session: Treasury Business Process Overview - 9/16/2022
An overview of Treasury Business
FREE
HighRadius_Internal
The Six W's of Managing Up
Know the six ways on how to manage yourself up.
Credit Manager Deductions Manager A/R Manager This is a blog Soft Skill Manager Soft Skills & Career Growth Blogs
Should Business Credit Managers Consider Secondary Risks?
Read this blog to find out whether Business Credit Managers should consider Secondary Risks.
Credit Manager This is a blog Credit Director Leadership Credit Credit Risk Mitigation Blogs
Credit Managers You Can Be a Hero: Contribute to Your Company's Revenue and Profit Performance
Trade credit is major source of capital for businesses buying from other businesses in United States. During the recent recession banks have tightened borrowing requirements significantly. This has increased reliance by both the seller and the buyer on trade credit terms for the working capital needed to operate their businesses successfully. A company's ability to extend reasonable credit terms to its' customers and collect what is owed promptly has had an increasing impact on revenue and profi
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[FREE] Priority Claim Form for Unsecured Creditors
Download this US-approved claim form to prioritize your unsecured debt in the event of bankruptcy.
FREE
Credit Manager O2C A/R Manager Bankruptcy Credit Director Downloads A/R Credit Credit Risk Mitigation
[FREE] Secured Claim Form for Trade Creditors
In the US, there were 33,184 bankruptcy filings in September 2022, an increase of 7% from the total of 30,922 cases in September 2021. As a creditor, if your debt is secured by collateral, you shouldn't be worried. Download this US-approved form to guarantee your claims in the event of bankruptcy.
FREE
Credit Manager O2C A/R Manager Bankruptcy Credit Director Downloads A/R Credit Credit Risk Mitigation
[FREE] Proof of Claim Form for Trade Creditors
Bankruptcy filings increased 74% to 345 in November 2022. Is your debt secured? Download this approved claim form by the US court to protect your debt in the event of bankruptcy.
FREE
Credit Manager O2C A/R Manager Bankruptcy Credit Director Downloads A/R Credit Credit Risk Mitigation
It's Not Just About The Money Why Younger Employees Stay
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Marketing Enablement Session: Pardot Overview 12/16/2021
This training is an overview of the marketing automation tool, Pardot. We also cover how HRC utilizes the software, explore the campaign management team and, learn how to initiate a campaign.
FREE
HighRadius_Internal
Marketing Enablement Session: Crafting Perfect Emails 11/18/2021
A primer on how to use HOLO/HOCO research to craft an email the prospect will find engaging and compelling.
FREE
HighRadius_Internal
Exclusive Credit Courses on Microsoft Dynamics 365
Watch this training program and learn all about credit limit scoring, credit blocking rules in Microsoft dynamics 365
FREE
5 Courses
Microsoft Dynamics 1-2 Hours ERP Advanced
Exclusive Collection Courses on Microsoft Dynamics 365
Watch this training program and learn all about DSO, collection letters and customizing aging reports in Microsoft dynamics 365
FREE
5 Courses
Microsoft Dynamics ERP Advanced
Mid-Market Sales Enablement |Utilizing Soft Skills to Win Deals! - 09/06/2022
This is a refresher session on how Utilizing Soft Skills can help sellers close more deals through effective active listening and crafting the right open-ended questions
FREE
HighRadius_Internal
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
FREE
5 Courses
NetSuite 1-2 Hours ERP Essentials
Mid-Market Sales Enablement | DC1 STRAP Huddle Reinforcement - 09/26/2022
This is an overview reinforcement session on the importance of DC1 STRAP Huddles and how they can help us successfully execute in Discovery Call 1.
FREE
HighRadius_Internal
How to Get Rid of Customer Service Roadblocks
After receiving terrible customer service, 33% of consumers would consider switching companies right away" The customer base has decreased significantly as a result. Learn how to overcome the many barriers to customer service and optimize the overall growth of your business by going through this article.
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Insider Survey: Workplace Burnout - In a Post-COVID Era
There is a lot of discussion in the press about burnout, especially as it relates to the workplace and remote work. Much of the cause of this seemingly national outbreak of burnout is attributed to the ongoing effects of the COVID pandemic.
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Learning Path: O2C Hiring and Training Needs
Register to learn the secret sauce when it comes to hiring and developing credit talent
FREE
2 Courses
Mid-Market Sales Enablement |Building Champions - 09/12/2022
This is a reinforcement group-discussion session on how to build strong and reliable Champions that will support you as a seller in closing deals. Hear from your leaders and peers on tips and tricks, best practices, and lessons learned.
FREE
HighRadius_Internal
Marketing Enablement Session: Staffing Industry Battlecard - 07/07/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Why Isn't the Business Owner Personally Responsible for the Company's Debts?
Know the roles and responsibilities of a business owner in regards to the company debts. Here's an article on how a business owner is personally responsible for the company debts.
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Tip of the Week: Credit Managers Beware
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[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.
FREE
Collections Analyst KPIs and Reporting Resources Checklist Downloads Collections
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
Limited availability
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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
Limited availability
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Marketing Enablement Session: CPG Industry Battlecard: Theory in Practice 05/05/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
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.
Limited availability
This is a blog Interview
Learning Path: Credit Managers' Core Leadership Skills
Register now to build your leadership skills with our expert-led courses in communication, hosting virtual, innovation and many more.
FREE
4 Courses
Huge Productivity Gains: Expert Opinions on Remittance Processing Technology
Do you realise how much time and labour can be saved by accurately and promptly posting cash? With the help of this remittance critical issue checklist, you can identify the gaps in your remittance processing system and&nbsp; boost&nbsp;the number of postings that are cleared on the first pass.
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3 Things That Kill Communication
Everyone believes they have excellent communication skills. But did you realise that we engage in daily behaviour that undermines our communication with others? Learn about the three daily tasks that restrict communication by reading this article.
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Marketing Enablement Session: Persona Deep Dives 12/02/2021
An overview of the most common personas encountered during in and outbound marketing along with how to position HRC against the most common pain points.
FREE
HighRadius_Internal
How to Deal with Distressed Customers
This year, it's expected that bankruptcy filings and defaults would rise by 10%. You can find it difficult to manage the variety of your customers. Discover the many methods for dealing your irate customers by reading this article.
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Account-Based Marketing Enablement Session: Autonomous Receivables and The Office of the CFO - 9/7/2022
An overview of the HRC Autonomous Receivables for ABM along with the overview of key personas to target in the CFO Department
FREE
HighRadius_Internal
SAP Credit Management Courses : List of Courses on Credit Scoring, SAP S/4 Hana
Improve your credit management skills with these SAP online courses.
FREE
7 Courses
1-2 Hours SAP test ERP Essentials
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
FREE
8 Courses
2 Hours ERP Advanced
Oracle Collection Courses : List of Courses On Oracle Advanced Collections.
Get your most suitable course on oracle collection management and know how to handle your collections through these free online courses on oracle advanced collections
FREE
4 Courses
Oracle 1-2 Hours ERP Advanced
Collections Role Assessment
Take this collections assessment to identify the gaps in your skills and understand which skills you need to work on to get to the next level.
FREE
30 Mins
quiz
Account-Based Marketing Enablement Session: Linkedin, Zoominfo & 6sense for ABM - 08/10//2022
An overview of how to leverage Linkedin, Zoominfo & 6sense for ABM
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Lead Handoff Process - 7/13/2022
Walkthrough of the end-to-end Lead Handoff process for Experiential Marketing events.
FREE
HighRadius_Internal
Credit's Mission Statement: Are You Framing it the Wrong Way?
Know how to plan your Credit Mission Statement..
Credit Manager Deductions Manager A/R Manager This is a blog Credit Director Director Manager Blogs
Marketing Enablement Session: Inbound Lead First Response - Part 1 8/12/2021
This is part 1 of an overview of how to research, strategize and send the best email as a first response to an Inbound Lead.
FREE
HighRadius_Internal
Is Your OCA (outside collection agency) Meeting Your Company's Needs
As a O2C professional, do you know if your OCA(outside collection agency) is doing a good job? This article offers valuable tips on determining how well the OCA is meeting your needs.
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Why Credit Leaders Should Include Cyber-Risk as a Factor in Credit Evaluations
The vulnerability of customers, applicants, and suppliers to cyberattacks should be a major concern of credit executives. Analyst firm Gartner, in their report on Innovation Insight for Security Rating Services (July 2018) predicted, “By 2022, security ratings will become as important as credit ratings when assessing the risk of business relationships.” Cyber-risks are a core vulnerability that your counterparts in Third-Party Risk Management (TPRM) and Supply Chain Management are already tracki
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Marketing Enablement Session: Chapters 1, 3, & 4.3 of CPR Play Overview
Overview of the portion of the Company & People Research (CPR) Play that is owned by Marketing.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DIH + HOCO (Reinforcement) 3/30/2022
The goal of this play is to outline the standard way of identifying the highest engaged accounts online, figuring out which contacts to target within these accounts based on the intent uncovered, and analyzing non-sales interaction (website visits, ad clicks, etc) to turn this information into a prospecting strategy.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Autonomous Accounting and The Office of the CFO - 8/31/2022
An overview of the HRC Autonomous Accounting for ABM along with the overview of key personas to target in the CFO Department
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting Phone Calls - 08/17//2022
An overview of best practices for E/FTAs to make successful phone calls to potential new Customers.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting STRAPs Reinforcement- 8/03/2022
A reinforcement session of Prospecting STRAPs meeting between E/FTAs and AE/SP POD Leads
FREE
HighRadius_Internal
Marketing Enablement Session: Lead Handoff Process 9/29/2021
Overview of the process by which experiential marketing leads are handed off to the Marketing teams for nurturing.
FREE
HighRadius_Internal
Marketing Enablement Session: Building the HOCO Reinforcement 10/13/2021
A review of real-life HOCOs from three active accounts. Live EFTAs give an overview of the research done and how the HOCO was built for the selected contacts.
FREE
HighRadius_Internal
Marketing Enablement Session: OTC Process and Domains Part One 10/27/2021
In part one, we review the Order to Cash (OTC) landscape, typical process execution, and how HighRadius products enable this process.
FREE
HighRadius_Internal
Marketing Enablement Session: Discovery Call SFDC Entry Play
For Organizational business performance reporting, we are using Salesforce as the single of Source of Truth for Sales and Marketing. Hence, we need to ensure that we are accurately maintaining our Discovery Call log data in Salesforce.
FREE
HighRadius_Internal
Marketing Enablement Session: Building the Digital Interaction History and HOCO 10/06/2021
How to take an identified MQL and build the Digital Interaction History (DIH) then the Hypothesis on Contact Objective (HOCO) ahead of the first outreach. Part two in the Project MOB series.
FREE
HighRadius_Internal
[FREE] Template: Second Stage Past Due Letter to Senior Management
Leverage this free, ready-to-use demand letter template to hasten payment by escalating the situation to the management after two past due dates.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections
Sales L&D Session: DISC Personality Assessment 3/18/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Credit Execution
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Credit execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
[FREE] Template: Third Stage Past-Due Demand Letter to Senior Management
Leverage this free, downloadable letter template to request senior management for outstanding debts after the third past-due reminder.
FREE
Collections Analyst Collection Emails and Letters Collections Prioritization Collection Call Negotiations Collector Third-Party Collections Collection Negotiations
[FREE] Template: NSF Check Reminder for Placing Account on Credit Hold
Leverage this free, ready-to-use follow-up letter template to remind senior leadership about the consequences of delayed payment and secure your A/R now
FREE
Collection Emails and Letters Collections Prioritization Collection Call Negotiations Collector Third-Party Collections Collection Negotiations
CVP Analysis: Why You Should Conduct One for Your Business Customers Now in Light of the Possible Recession
With inflation here and a possible recession just on the horizon, many of your current and potential business customers are now dealing with rising operational costs. As their corporate credit manager, you can evaluate whether they would be able to stay on top of credit payments and/or if they need a credit limit increase in a possible recession by conducting a CVP (Cost-Volume-Profit) analysis of financial stress tests.
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[FREE] Template: Letter Requesting an Explanation for Partial Payments
Leverage this ready-to-use collection letter template to contact your customer's financial controller and request a detailed justification for incomplete payments.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Analyst Collection Negotiations
[FREE] Template: Demand for Full Payment via an Electronic Funds Transfer
Ready-to-use, free partial payment collections letter to help you reach out to senior executives to request instant complete payment via electronic funds transfer.
FREE
Credit Manager O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections A/R Analyst Collection Negotiations
[FREE] Template: Demand for Full Payment via Check to Customer's Finance Controller
This ready-to-use partial payment collections letter will help you reach out to very medium-risk accounts, requesting immediate full payment via check.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections Analyst
How to Maximize Company Profit by Using Third Party Collection Agencies
Sometimes it's difficult to determine when it is no longer profitable to continue in-house collection efforts on past due accounts and when to turn them over to a third-party agency. This in-depth article will help you make the most informed decision.
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ListServ: SnapShot Survey on 2023 Challenges
As we approach the end of 2022, planning is well underway for 2023 at most organizations. To find out what credit departments are focused on and the challenges that will be dominating their agendas next year
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4 Steps to Developing an Outstanding Credit Staff
In this era of outsourcing credit & collections and downsizing credit departments or merging credit departments with Customer Service, how to create and build a credit and collections department?
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Marketing Enablement Session: Vision, Goals, and Initiatives (VGIs) 2/04/2022
This session provides an overview of the VGI's for our Marketing organization. It outlines the initiatives that will build awareness of HighRadius and develop high-quality leads.
FREE
HighRadius_Internal
Marketing Enablement Session: Q2 Marketing All Hands and Jeff VGI update 03/31/2022
Q2 Marketing All Hands and Vision, Goals, and Initiatives (VGI) Update
FREE
HighRadius_Internal
How Not To Become a Victim of Cashier's Check Fraud
Know all the reasons for counterfeit check scams and what to do if you are a victim of a cashier's check scam. Dive in to this article and read all the tips related to cashier's checks
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Meet the Competition Form
Here's the competition form that helps you in holding the customers when they find competitors offering longer terms
Limited availability
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[FREE] 3-In-1 A/R Planning Worksheet for Senior Management
Download this free template that will help you outline the income generated and the costs saved over the fiscal year to form a robust plan for 2022!
FREE
KPIs and Reporting Downloads
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
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Mid-Market Sales Enablement |Probing for Autonomous Accounting & Treasury Pain - 09/20/2022
Learn tips and tricks on how to probe for Autonomous Accounting and Treasury pain points when speaking with Prospects and hear live examples of elevator pitches from your peers.
FREE
HighRadius_Internal
Increase Efficiency and Effectiveness With a Decision Matrix
Many credit managers err by trying to treat all customers and transactions the same. While running all transactions through the same administrative process may appear to be a simple, straightforward solution, it is in fact a serious blunder in terms of efficiency, risk mitigation, and cost.
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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
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11 Steps to Effective Collections While Keeping Customers Happy
In the construction industry, are you struggling to balance between Collecting Money and Keeping Your Customers Happy? This article Illustrates 11 ways to one be that person that everyone wants to talk to.
This is a blog New Blog Template
Making Credit the Department of 'Know'
Find the best possible approach as to how you can use the credit department's abundance of financial knowledge and information.
Credit Manager This is a blog Credit Director Leadership Manager Credit Blogs
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.
This is a blog Interview
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.
Limited availability
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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.
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Why You Should Switch to the Countback Method to Calculate DSO
Learn why the countback method or the exhaust method is the best way to calculate DSO.
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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.
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How to Take a Ownership of Your Job
Know about your job and your ownership that raises your self esteem. Here's an article that guides you to know about ownership of your job
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Is Your Credit Department Focused on Real Priorities?
Does your credit team group tasks based on their urgency and importance? By allocating the right amount of time and reducing unnecessary stress, they may be able to improve overall productivity and focus on crucial functions. Read this article to discover how to properly prioritise your tasks.
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Will Rising Interest Rates Slow Trade Payments?
Did your customers load up on debt during the days of super-low interest rates? And, if they did, are they going to have trouble paying you time as rates rise? We asked an expert for his opinion. The gist: Probably minimal effects this year, but there could be problems in the three years after that.
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Credit Contributes to Your Overall Long-term Business Plan
Know how credit contributes to your overall long-term business plan
Credit Manager Deductions Manager A/R Manager This is a blog Credit Director Director Manager Blogs
Getting Better Performance: Planning for Improvement
Know how to plan your improvement in order to get better performance.
Credit Manager Deductions Manager A/R Manager This is a blog Credit Director Director Manager Credit Blogs
Mid-Market Sales Enablement | Introduction to Autonomous Accounting and Treasury for Mid-Market - 08/29/2022
This is a high-level overview of Autonomous Accounting and Autonomous Treasury to enhance Mid-Market Sellers' knowledge of the entire product suite. This training will give all Sellers and SPs the “ammo” needed to identify whitespace during Discovery Calls.
FREE
HighRadius_Internal
[FREE] Credit & Collections Statistical Accomplishments Worksheet for 2022
Download this free template that will help you outline the income generated and the costs saved over the fiscal year to form a robust plan for 2022!
FREE
Credit Manager Credit Analyst Collections Analyst Resources Downloads Collections Documents Credit
[FREE] Checklist: 17 Must-Have Parameters For Your Business Credit Application
Download this template and minimize the risk of bad debt with these best-in-class proven credit application tips
FREE
Credit Manager Resources Checklist Downloads Credit
Learning Path: Key Credit and Collection KPIs and Ratios
"Keep track of essential company metrics, efficiency and productivity using our wide variety of courses on KPIs and financial ratios that will help credit analysts keep a close eye on their customer’s financial health. "
FREE
3 Courses
Learning Path: Team Building and Stakeholder Management
Leverage these exclusive courses on collaboration skills, stress management, best customer visit practices, and O2C soft skill and learn how to build high-performing credit teams for effective credit management. Register now!
FREE
5 Courses
SnapShot Survey on 2022 End of Year Expectations
Due to the high inflation, we are experiencing coupled with the risk of a recession and rising defaults, we thought it was a good time to gauge the business credit community's expectations going into the 4th quarter of 2022. In total, 19 credit executives shared with us their companies' outlook for Q4, the direction of their DSO, and what they are doing, if anything, to bring their credit and collection policies in line with expectations.
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6 Signs to Spot Demotivators at Workplace
Many employees work in organizations where demotivating factors are present. To find such factors and help yourself, here is an article that highlighted the motivation issues in the workplace
This is a blog New Blog Template
5 Proactive Steps to Protect Accounts Receivable Before Customer Bankruptcies
Learn great strategies and tools to prevent your company from bad debt in case your customer files for bankruptcy!
FREE
60 Mins
O2C course
Working Capital Efficiency: The Key to Understanding Your Customer's Cash Flow
With liquidity being the primary driver of your customers' ability to pay you in a timely manner, what should analysts be looking for? What are the keys to this? The answer lies in Working Capital and this article gives a practical tutorial on what to look for.
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Why the Cash Flow Statement Is So Critical for Credit Scoring
Know how cash flow statement is so critical for credit scoring and how cash flow analysis is added to your credit scoring model to reduce bad debts in different situations
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Learning Path: Collection Call Negotiations Builder
Register now to master your collections negotiation strategies for dealing with difficult customers and creating a win-win collection strategy.
FREE
2 Courses
Marketing Enablement Session: Revving Up for Radiance Part 4 - Autonomous Accounting 03/03/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Recession-Proof your A/R with Credit Management Best Practices
Find the best possible approach as to how you can secure your A/R with Credit Management Best Practices in such a chaotic economy.
A/R Financing This is a blog A/R Credit Blogs
Low-Trust VS High-Trust Management Style
Think of the ‘low trust to high trust' as a process for evaluation and management. Find the best possible approach based on the most appropriate style for every situation and individual at hand.
Credit Manager A/R Manager This is a blog Credit Director Interview Leadership Director Manager Blogs
16 Vital Steps to Prepare for Customer Bankruptcy Filings
Creditors, are you aware of what steps to take when your customer files for bankruptcy? This great checklist will educate you about the steps you need to follow on customer bankruptcy fillings.
Bankruptcy This is a blog New Blog Template Downloadable Assets
How to Deal with Rising Bankruptcies under Chapter 9 (States Included)
As a trade creditor are you ready for the upcoming Bankruptcies filed under Chapter 9? Read this full article to learn how to reevaluate the amount of your credit lines to municipalities & public agencies.
This is a blog New Blog Template
[FREE] Infographic: 13 Key Points to Consider in a Collections Call Negotiation
Improve your company's DSO by upto 50% with these proven tips. Download this free infographic before negotiating for payments and secure your A/R now.
FREE
Collections Analyst Resources Downloads Collections Infographics
[FREE] Infographic : 4 C's of Negotiation in a Collections Call
Understand how make the most out of a collection's call with the help of these negotiation hacks
FREE
Collections Analyst Resources Downloads Collections Infographics
[FREE] Infographic: 6 Critical Points to Consider in a Cross-Cultural Negotiation
Follow this free infographic & learn how to anticipate the behavior of multicultural customers to collect effectively.
FREE
Collections Analyst Resources Collector Downloads Collections Infographics
Marketing Enablement Session: Revving Up for Radiance Part 3 - Treasury and the Office of the CFO 02/24/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
[FREE] Infographics: 8 Key Points For An Effective Listening During Debt Collection
Download this infographic to learn about all the essential tips for an effective debt collection call
FREE
O2C Collections Analyst Collection Call Negotiations Resources Downloads Collections Infographics
[FREE] Infographics: 6 Step Guide to Determine Best Payment Gateway
Download this infographic to learn how to choose a payment processor that can make your business run more efficiently
FREE
A/R Financing A/R Manager Resources Downloads Payments A/R
[FREE] Infographic : 3 Untold Secrets to Overcome Transaction Pitfalls in Treasury
Download this free infographic to understand how to overcome the challenge of managing multiple business units in different locations.
FREE
Treasurer Treasury Management Downloads Infographics Treasury
[FREE] Infographic: 8 Preventive Measures to Deal with B2B Frauds & Cyber Security
Download this free infographic to learn how to protect yourself from B2B Frauds and Cyber Crimes while working remotely.
FREE
Credit Manager Downloads Infographics
[Free] Checklist ­: Evaluating Credit and Collections Efficiency
Download this checklist to measure your credit and collection department efficiency
FREE
Credit Manager KPIs and Reporting Checklist Downloads
[FREE] Handling Deceptive Customer Scenario 1
Download this free role play script to know how you can deal with an aggressive customer
FREE
Credit Manager Collections Analyst Collection Call Negotiations Downloads Collections Credit
Be a Key Player in Maintaining Your Company's Financial Stability
Find out the best approach to maintain your company's financial stability.
Credit Manager A/R Manager This is a blog Credit Director Leadership Manager Blogs
Credit Today ListServe: Snapshot Survey the Customer Bankruptcy Environment
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Reading Bankruptcy Filings For Fun and Profit
Interestingly enough," one of our subscribers shared a while back, "reading the bankruptcy filing paperwork can change your mind about how you want to sell to the company. We had a Chapter 11 bankruptcy filing a few years ago that I will never forget.
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The Best Practices Series: Installment XV, Handling and Filing Bankruptcy Claims
Bankruptcies serve a necessary function in the free enterprise system, providing a legal means to, as equitably as possible, either reorganize or redistribute the assets of failed enterprises.
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[FREE]: FCRA Authorization Credit Application Template
Follow this FCRA authorization template and learn how to legally evaluate the creditworthiness of your borrower and save your business from any unnecessary pitfalls.
FREE
Credit Manager Downloads Documents Credit
Marketing Enablement Session: Revving Up for Radiance Part 2 - Shared Services & Global Business Services 02/18/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Are You Setting Leadership Goals for Yourself?
Find the best possible approach as to how you can set your leadership goals.
This is a blog Leadership Soft Skills & Career Growth Blogs
[FREE] Template: Letter to Help Customers Transition from Checks to Electronic Payments
Do you know that you can save up to $0.29 internally by using ACH? Leverage this ready-to-use letter template to guide your customers through the process of transitioning from paper checks to electronic payments.
FREE
Credit Manager O2C A/R Frauds and Laws A/R Manager Cash Reconciliation Credit Director Downloads A/R Analyst
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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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
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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
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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.
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Leadership Language Masterclass
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.
60 Mins
Recruiting and Talent Management Soft Skill course All Persona Soft Skills & Career Growth
Garnishing An Out-of-State Bank Account?- Know If It Is Possible
The answer can take two forms depending on whether the bank is state chartered or federally chartered. Many years ago, when most banks were state chartered, their funds were held at the branch level.
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Sales Enablement Session: What is the Gartner Magic Quadrant? 5/06/2022
Gartner released the first-ever Magic Quadrant (GMQ) for Integrated Invoice to Cash. This session is an overview for Sellers to understand the Gartner Magic Quadrant Report and findings.
FREE
HighRadius_Internal
Sales Enablement Session: Competitive Situations - How Sellers Can Use the Gartner Magic Quadrant - 5/27/2022
In this session, we discuss how to use the Gartner Magic Quadrant report to gain an advantage in competitive sales cycles.
FREE
HighRadius_Internal
Sales Enablement Session: Onsite Dog and Pony Show 2/17/2022
The Onsite Dog & Pony Show happens in the Functional Alignment stage and has two goals: Build key stakeholder relationships and Increase the likelihood and speed of advancing to the Value Alignment stage.
FREE
HighRadius_Internal
Sales Enablement Session: Solution Evaluation Plan Reinforcement 2/10/2022
When Prospects are in Active Buy Mode, the Solution Evaluation Plan (SEP) can be used to reduce friction and provide transparency into our selling cycle and help gain buy-in on our evaluation process.
FREE
HighRadius_Internal
Sales Enablement Session: Setup Fee Pricing - 8/19/2022
Currently, we are losing money on our implementations. To overcome this challenge, going forward, we are changing Setup Fees immediately.
FREE
HighRadius_Internal
Sales Enablement Session: Contract Term Approval Process - 7/22/2022
An overview of the new formal deal approval workflow within Salesforce.
FREE
HighRadius_Internal
Sales Enablement Session: AutoFin PODC Execute Reinforcement - 8/12/2022
This reinforcement session is to help Sellers with the AutoFin PODC Execute play. Partner Only Discovery Call (PODC) Execute is the first interaction between HighRadius POD Leads, PRMs, and the Partner’s Account Team. The goal of PODC Execute is a two-way dialogue where you build trust and connections while uncovering the potential value drivers that will benefit both the Partner and the Client.
FREE
HighRadius_Internal
Sales Enablement Session: PODC STRAP Reinforcement 2 - 7/15/2022
A reinforcement overview of PODC STRAP.
FREE
HighRadius_Internal
Sales Enablement Session: Reinforcement-Partner Only Discovery Call STRAP Huddle 3/24/2022
HighRadius Partner and Direct Sales teams will use this Partner Only Discovery Call (PODC) STRAP Huddle play to prepare to convince the Partner Account Team that introducing HighRadius to the end-client will generate value to the partner.
FREE
HighRadius_Internal
Sales Enablement Session: LinkedIn Sales Navigator 3/17/2022
An overview from the LinkedIn CSMs on how Sellers can use LinkedIn Sales Navigator to prospect, multi-thread, and influence active opportunities.
FREE
HighRadius_Internal
Sales Enablement Session: How to Identify and Test Your Stakeholders 1/06/2022
Every enterprise deal has 10-20 stakeholders involved in the decision-making process. This Stakeholder Map Framework will assist you in executing the key steps to optimize stakeholder value.
FREE
HighRadius_Internal
Sales Enablement Session: Setup Fee Pricing for In Flight Deals - 9/09/2022
Setup Fee prices have increased. Please listen to the Aug 19 enablement session to obtain more details. The current session focuses on Setup Fee Pricing for In Flight Deals. All in-flight deals (VA+) have been reviewed by market leaders and a decision has been made to either Keep existing quote as-is, Have a discussion with Prospect to re-quote/re-negotiate, & Quote using new Setup Fee pricing.
FREE
HighRadius_Internal
Sales Enablement Session: DC 1 Execute Reinforcement - 6/03/2022
A reinforcement overview of the Discovery Call 1 Execute Play with highlights of updated content and real-live examples of wins/losses.
FREE
HighRadius_Internal
Sales Enablement Session: Front Line Leader STRAP Execution 1/13/2022
This session focuses on the importance of STRAP execution, including how to improve efficiency and effectiveness using a proven review for STRAP Huddles for Sales Front Line Leaders.
FREE
HighRadius_Internal
[FREE] Excel Tool : 5 in 1 - Financial Ratio Calculator
Using this Excel tool will allow you to calculate financial ratios more quickly and make better credit decisions.
FREE
Credit Manager Resources Downloads Excel Templates Credit
Sales Enablement Session: How to Handle Competitive Situations 3/10/2022
Competition questions are a valuable opportunity to demonstrate your expertise and build credibility as a Trusted Advisor. This play will help you develop contextually relevant Offensive and Defensive Strategies to increase the chances of winning.
FREE
HighRadius_Internal
Sales Enablement Session: HighPitch Playbook to Scale AutoFin Demo Capability - 8/26/2022
Every Sellers need to consistently communicate about the HighRadius Autonomous Finance Platform to our Prospects, Partners/Alliances, and Clients. The HighPitch Playbook has the tools for any HighRadian to deliver crisp 12-minute demos for any of our solutions.
FREE
HighRadius_Internal
Sales Enablement Session: Value Based Pricing (Part 1) - 10/28/22
About Value-based Pricing, Methodology, Concepts, Quiz, Q&A, etc.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment Reinforcement - 7/08/2022
A reinforcement overview of OTC Maturity Assessment.
FREE
HighRadius_Internal
Sales Enablement Session: How to Present to a ZZTop - 6/10/2022
This is an overview session of tips and tricks when presenting to a ZZtop with real-life examples from leaders exmplaining their wins/losses.
FREE
HighRadius_Internal
Sales Enablement Session: Value Based Pricing Methodology 3/03/2022
At HighRadius, we use Value-Based Pricing to determine the optimal price for a deal. Pricing our solutions and services is a key differentiator for us as we align our price to how a Prospect receives and perceives the quantitative and qualitative value that our solutions and services bring to their organizations.
FREE
HighRadius_Internal
Sales Enablement Session: Strategy and Action Plan (STRAP) 1/20/2022
Every Seller has to define and execute STRAPs on their Accounts as STRAPS are a critical element of winning deals. The number one goal is to identify the most important hurdle and drive towards a strategy and action plan that has a high likelihood of success.
FREE
HighRadius_Internal
Sales Enablement Session: Value Based Pricing (Part 2) - 11/04/22
About Value-based Pricing, Pricing Scenarios, Negotiation Strategies, etc.
FREE
HighRadius_Internal
Sales Enablement Session: Partner Only Discovery Call (PODC) Execute 3/31/2022
Partner Only Discovery Call (PODC) Execute is the first interaction between HighRadius POD Leads, PRMs, and the Partner’s Account Team. The goal of PODC Execute is a two-way dialogue where you build trust and connections while uncovering the potential value drivers that will benefit both the Partner and the Client.
FREE
HighRadius_Internal
Sales Enablement Session: HighPitch Playbook Reinforcement 4/21/2022
This reinforcement session is help Sellers understand when and how to use the new HighPitch Playbook with the messaging on the Office of CFO.
FREE
HighRadius_Internal
Sales Enablement Session: Partner Only Discovery STRAP Call Huddle 2/24/2022
HighRadius Partner and Direct Sales teams will use this Partner Only Discovery Call (PODC) STRAP Huddle play to prepare to convince the Partner Account Team that introducing HighRadius to the end-client will generate value to the partner.
FREE
HighRadius_Internal
Sales Enablement Session: AutoFin DC 1 Execute - 8/05/2022
An overview of AutoFin Discovery Call 1 Execute
FREE
HighRadius_Internal
Sales Enablement Session: Product Demo on Cash App and Financial Close - 9/02/2022
By January 1, 2023, all Sellers across all markets will be enabled to conduct sales across Autonomous Receivables, Autonomous Accounting, and Autonomous Treasury. For this to be successful, Product Marketing and the Enablement team will conduct product-based enablement sessions focused on product demos. The current session focuses on the product demo of Cash App and Financial Close.
FREE
HighRadius_Internal
Sales Enablement Session: Editions of Autonomous Receivables - 6/17/2022
An overview of HighRadius Product Editions strategy by market segment
FREE
HighRadius_Internal
Sales Enablement Session: OTC Whitespace Analysis Reinforcement 5/20/2022
A reinforcement overview of the OTC Whitespace Analysis play and review of how it is scored for PES.
FREE
HighRadius_Internal
Sales Enablement Session: FY22 Seller HighFlyer Framework Rollout - 6/25/2022
An overview of the FY22 Seller HighFlyer Framework rollout.
FREE
HighRadius_Internal
Sales Enablement Session: Speed to Value with dotVAL Methodology Reinforcement 5/13/2022
This reinforcement session will show how S2V and dotVAL impacts plays in the sales cycle. dotVAL has one purpose: delivering speed to value (S2V) to our Clients and producing measurable business results in 3 months.
FREE
HighRadius_Internal
Guide to Digital Transformation: Unlock the Power of Benchmarking for Finance Functions
Download this EBook to understand the importance of benchmarking organization before you start your Digital Transformation journey.
FREE
Credit Manager Resources Credit Director Downloads Director Ebooks Downloadable Assets
Account-Based Marketing Enablement Session: ABM Playbook Execution Scoring (PES) 6/1/2022
Launch of Playbook Execution Scoring for Enterprise NA and EMEA.
FREE
HighRadius_Internal
Treasury Enablement Session: Discovery Call STRAP Huddle for Treasury 3/24/2022
Preparing during the Discovery Call STRAP Huddle is a critical contributor to successful Discovery Calls. In this session, we review the Treasury Discovery Call STRAP and Huddle steps.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: ABM Radiance 2023 Outreach - 12/07/2022
A walk through of who you should be reaching out to, your strategies for driving registrations, and messaging tips to get prospects to register for Radiance 2023.
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance - Wrap Up 03/17/2022
This session recapped and reinforced the series meant to provide new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Logging DCs - 7/06/2022
Walkthrough of the process for scheduling Discovery Calls through Outreach. All E/FTAs should adhere to this as the official standardized process for recording DCs.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Holiday Pipeline - 11/16/2022
An overview of how E/FTAs can engage the Prospects even during the upcoming holiday season, to have a strong finish to the year and kick off 2023.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Treasury Overview - 8/24/2022
An overview of the HRC Treasury Solutions for ABM along with the overview of key personas to target in Treasury Department
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Multi-Threading - 10/26/2022
Multi-Threading describes the play of identifying and following up with additional prospects at a company once an inbound lead has been received by an E/FTA.
FREE
HighRadius_Internal
Marketing Enablement Session: Consumer Packaged Goods (CPG) Industry Battlecard 04/07/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: E/FTA and POD Lead Accountability Framework Pt 2 4/06/2022
Framework for the key coaching activities expected of POD Leads, as well as E/FTAs, to self-evaluate and improve performance.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Planning Your Calendar to Boost Productivity 3/9/2022
Planning your calendar as an E/FTA enables you to focus on setting Discovery Calls and other critical activities. In this session, we prescribe a daily and weekly work schedule that will enable you to hit and exceed targets.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting STRAPs with Vertical Messaging 5/11/2022
Rollout of ABM + Sales Prospecting STRAPs: Meetings that allow for better collaboration between ABM and Sales in order to share and leverage knowledge to set DCs.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: E/FTA and POD Lead Accountability Framework 3/23/2022
Framework for the key coaching activities expected of POD Leads, as well as E/FTAs, to self-evaluate and improve performance.
FREE
HighRadius_Internal
Marketing Enablement Session: Gartner Magic Quadrant Amplification 03/10/2022
In March 2022, Gartner will release the first-ever Magic Quadrant (GMQ) for Order to Cash and HighRadius is listed as the Industry Leader. GMQ is highly influential on decision-makers, so we are ensuring that all Prospects and Clients through hyper-relevant and creative messaging.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Customer Validation Playbook - 9/14/2022
An overview of the new Customer Validation Dashboard and how FTAs can leverage customer success stories while talking to the clients.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Top Gun Kickoff - 7/06/2022
Introducing Top Gun Academy, the 6-week boot camp being rolled out to help ABM Pod Leads improve their execution of key Leadership Principles. This session gives an overview of the curriculum and details what the weekly schedule will look like.
FREE
HighRadius_Internal
Marketing Enablement Session: LinkedIn Sales Navigator 1/14/2022
This training is an overview of LinkedIn Sales Navigator and how to use it appropriately in your marketing role.
FREE
HighRadius_Internal
Why Benchmarking is Important for the Credit and Collections Industry
How do you, as an A/R professional, handle the challenges of allocating the proper people to the relevant department, improving the procedures, and other such things? Discover the importance of benchmarking, how it is performed, and how it affects the A/R industry by reading this article.
Credit Manager O2C This is a blog Credit Director New Blog Template
Ten Ways to Overcome the Fear of Making a Standup Presentation
Find out how you can overcome your fear while giving presentations and speeches.
Credit Manager Credit Analyst Collections Analyst Deductions Manager A/R Manager Deductions Analysts Collector This is a blog Credit Director Leadership Director Manager Analyst Blogs
How Credit Managers Can Deal with Great Resignation
Online course for credit managers on how they can deal with the "Great Resignation".
FREE
45 Mins
Credit Manager O2C Recruiting and Talent Management Credit Director course
[FREE] Checklist: 5 C’s of Credit Management: A New Way of Credit Analysis
Download this checklist to take a more value based decision while analysing customer credit
FREE
Credit Analyst Checklist Downloads
[Free] Scorecard: Cash Application Effectiveness Scorecard
Download this scorecard and use it to evaluate the performance of different payment processes in your cash application.
FREE
Credit Manager O2C A/R Financing A/R Manager Downloads Payments
[FREE] Infographic : 7 Effective ways to Avoid Diminishing Returns For Internal Collections
Download this free infographic to understand how to avoid diminishing returns for your internal collections.
FREE
Collections Analyst Third-Party Collections Checklist Downloads Collections Infographics
[FREE] Infographics: 5 Principles for Successful Debt Collection
Download this infographic to learn about the best practices to follow as a collector for a successful debt collection call.
FREE
Collections Analyst Downloads Collections Infographics
[FREE] Infographics: Decoding 8 Types of Delinquent Customers
Download this infographic to decode the various types of delinquent customers, understand their behavior, and learn how to deal with them.
FREE
Collections Analyst Downloads Collections Infographics
SnapShot Survey on Placing Accounts for Collection
According to a survey, 68% of all businesses will file claims as soon as they are between 51 and 142 days past due. Learn how diligent you should be with your credit and collection efforts through this survey to prevent any bad debt in the long term.
Credit Manager Credit Analyst O2C Collections Analyst Credit Policy Collections Prioritization This is a blog Collections Credit
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.
60 Mins
Credit Manager Credit Analyst Collections Analyst Credit Policy Bankruptcy Credit course
How to Manage Outsourcing Initiatives Using Balanced Scorecards
In your B2B industry, how do you determine the success of any strategy? This article talks about how a planned outsourcing relationship can help in achieving the best result.
This is a blog New Blog Template
Marketing Enablement Session: Emerging Industries - Insurance Battlecard 05/12/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
How Lien and Bond Claims Against State Projects Work
In this article, Scott Wolfe examines legal remedies that you could use to recover unpaid debt on a state or county project. You'll also learn about the subtle differences between lien and bond claim remedies, in order to take advantage of your rights
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7 Point Checklist for Choosing the Right Collections Agency
This article is intended for Credit Managers who need to recover overdue funds and want to know which Collections Agency is the best for them to improve your DSO by up to 60% by recovering delinquent accounts on time.
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Transform Data into Intelligence to Improve Decision Making
With the help of this article, discover how to utilize the analytical technique to optimize the A/R decisions made by your credit department.
This is a blog New Blog Template
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!
Limited availability
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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
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A Letter for Holding Orders During Pending Shipment
Here's the holding letter template that can be used when your customer is far enough behind in payments leading to a significant step by you of holding a new order.
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A Letter Template to Counter For Longer Payment Terms
Here's the payment terms letter template for customers who declares that they will be paying you in "their" terms, which are longer and not consistent with, your selling terms
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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
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What is Purchase Money Security Interest and How to Protect Your PMSI in Goods
Here's the complete understanding on Purchase Money Security Interest (PMSI) and its protection in goods. Dive in to learn more about how creditors can stay PMSI compliant
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The Holy Grail of Leading Indicators - Right Here!?
As an O2C professional are you aware of what is the significance of Leading Indicators? And what is the right way to report accurate leading trendlines? Read this full article to explore the most effective steps to track this.
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What Not to Say to a Customer: 4 Fire-Starter Phrases
After one negative customer service experience, 60% of customers discontinue doing business with a brand. It is crucial to think carefully about how you interact with your customers and what you say to them. With the information in this article, you will learn four things you shouldn't say to customers as well as how to meet their demands.
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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
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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
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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
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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
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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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Top Five Strategic Planning Mistakes Credit Managers Should Avoid
The reason why most companies and departments struggle with strategic planning is because they don't go through the planning process, don't come up with strong goals. Read full article to know more!!
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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.
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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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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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Benefits of Legalizing Enforceable Electronic Contract
Say NO to Paper contracts and Handwritten signatures with Legally Enforceable Electronic Signatures. Read the full article to learn how to construct a legally enforceable electronic contract
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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
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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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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 receivables
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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
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Piercing the Corporate Veil: Fact or Fiction
Everyone's heard about someone else piercing the veil to create personal liability for business debts and getting paid. How true are these stories? Find out in this article by Dean Kaplan.
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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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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
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This is a blog Interview
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
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Global Output Trends Provide Insight for Managing Credit Risk
Right now, the economy is a mixed bag. As the following chart indicates, the service sector is still expanding, while manufacturing has begun contracting. Moving to the next section of the chart, most of the economic growth is being provided by the consumer services sector, while Financial Services, Technology, Healthcare, and Consumer Goods have turned anemic.
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7 Essential Elements of a Credit Application [Template Included]
Know the most essential elements of a credit application and its parameters through a free template. The article also takes you through each section in detail and the importance.
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Bankruptcy Proof of Claim: What You Need to Know
Know everything about proof of claim in the bankruptcy process. Here's the article that takes you through proof of claims forms (form 10) and proof of claims requirements for chapter 7,11 and 13 bankruptcy.
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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.
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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.
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Credit Managers Guide to Escheatment Treatment
Creditors, did you know that many jurisdictions do not have a statute of limitations on Escheat claims? Read thsi article to find out what is Escheatment and how to prevent this type of exposure.
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Blended Management Style To Improve Employee Retention
Every manager practices a management style. It can be learned on the job, based on formal training, or perhaps performed in a hap-hazard undisciplined, poorly thought-out manner.
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The 10 Commandments of Effective Customer Service
Without these Ten Commandments, effective customer service would not survive, in fact there is a high risk the company would cease to exist.
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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.
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UCC Article 9: Changes Effective July 2013
Uniform Commercial Code (UCC) Article 9 deals with multiple transactions except finance lease. Few key provisions of the article have been revised, here's the list of major changes to UCC article 9, effective July 2013
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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
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Centralized Collections: The Right Way to Highlight Strategic Value
Is your company yet to centralize and optimize your collections management process? Read this article to learn how to address challenges and issues involved in centralizing collections.
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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
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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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Tip: Flex Your Departments Muscles Facilitate Company Liquidity and Sales Growth
Here are the most important reasons that plays a major role in rejecting a customer purchase order.Find the each important reason for rejection
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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.
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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
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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.
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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.
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Six Steps to Successful Consignment Selling to High-Risk Customers
When a prospective customer has no business or personal assets, collateralizing your risks is obviously not an option. But you still may make the sale by retaining ownership after delivery. That's what this company does.
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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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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
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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.
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Maximizing Your Likelihood for Payment: Avoiding Sequential Liability
In advertising and media services, a hotly contested issue that might arise is the use of sequential liability clauses in contracts. Learn about the roots of sequential liability and how to avoid it in this article.
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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.
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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.
FREE
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Tip: Manage the Two Faces of Escheatment The Cost Risk, and the Opportunity for Free Money
Any Credit Manager subjected to an Escheatment Audit knows the risk of ignoring aged unresolved credit balances. There is also an upside potential with opportunities to capitalize on balances carried by a State, waiting for a refund claim by the rightful owner. A periodic review could deliver untapped opportunities for your company to collect “free money.”
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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.
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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.
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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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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
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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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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
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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.
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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
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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
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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.
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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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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
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Tip: Four Best Practices for Conducting a Job Interview (Part One)
As Credit Managers, you are likely to have department turnover over time. Finding good candidates can be a challenge, especially today. Once you have vetted resumes it is time for an interview. Interviews can be face to face, by phone, or over Zoom or a similar platform.
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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
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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
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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.
FREE
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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
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The Antitrust Laws: The Vendor's Response to the Customer's Terms Pushback Strategy
Are your customers disregarding your credit team's evaluation process and asking to extend the terms? Read this article to learn how to keep customers within terms in the face of a customer's TPS.
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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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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
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Five Considerations to Help You Manage Risk When Selling to Small Businesses
The global pandemic has had a catastrophic effect on businesses large and small. Small businesses (SMEs) are the most vulnerable to revenue disruptions. They are likely to have minimal access to the cash reserves and to borrowing necessary as revenue drops to sustain the working capital needed to operate. Credit terms offered by suppliers may be a primary source of liquidity until the business climate turns around.
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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
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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.
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Know Everything About Outsourcing-History, Goals, Objectives, and Strategies
For most of the 20th century, a successful firm was defined by its ability to own, manage and directly control all of its assets and processes. In the 1950s and 1960s, to protect profits, companies began to look for ways to broaden their base and take advantage of economies of scale.
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Marketing Enablement Session: How to Win at Playbook Execution 1/06/2022
An overview of the new Marketing PES program including what plays will be scored at launched, how they will be scored, and how E/FTAs will get their weekly scores.
FREE
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[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
FREE
Credit Analyst Resources Downloads Documents Credit
How Credit Managers Can Deal with Great Resignation
Online course for credit managers on how they can deal with the "Great Resignation".
45 Mins
Credit Manager O2C Foundation Up to 1 Hour Recruiting and Talent Management Career Growth Compass
Tip: Ten Ways to Approach Training Your Staff
We all agree that an essential element of employee success is adequate job skill training. Training is a broad subject with many facets. Unfortunately, in many cases, employees enter the credit and collections arena with no relevant background or formal training in the skills needed. They enter because there was an opening, or management transferred them into the area out of necessity. Often, it may be the case that employees are thrown into the pool and expected to swim or sink.
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Marketing Enablement Session: Insurance Industry Battlecard: Theory in Practice 05/26/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
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Broadcast Your Credit Department's Brand This Coming Year
Learn how to build the brand for your credit department for the upcoming year.
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[FREE] UCC-1 Form Template for Trade Creditors
Download this free approved UCC-1 form for filing pursuant to the Uniform Commercial Code.
Credit Manager Credit Analyst A/R Frauds and Laws A/R Financing A/R Manager Resources Bankruptcy Downloads A/R Documents Credit
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.
60 Mins
O2C Up to 1 Hour Soft Skill course Soft Skills & Career Growth
Now is the Time to Plan for 2023
Find out the best approach on how to plan your 2023 efficiently and effectively.
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Three Ways to Sharpen a Credit Risk Analysis
As a Credit Manager, your primary responsibility is to evaluate the credit risk selling to new applicants and existing customers in your AR portfolio. The objective is to maximize profitable revenue opportunities with managed risk. To manage credit risk, you are likely to have risk mitigation measures in place, such as guarantees, UCC secured arrangements, and other forms of structured payments and liens.
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Tip: A Communications Model for Effective Leadership
Leadership Starts with Effective Communication
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Authenticating Emails at Trial: Not Always as Easy as It May Seem
This article talks about the authentication of emails at trail stage, how they are not easy as they look like. Here's the scenerio explained by Blakeley & Blakeley.
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Tip: Questions Every Credit Department Should be Able to Answer
This week's Tip is a bit different than what we have tried before. How you use it is up to you.
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Credit Management in a Chaotic Economy
Searching out prior payment behavior has long been the gist—and the weakness—of credit-risk assessment. Rarely, if ever, have the weaknesses been more apparent. Rampant inflation, chaotic supply chains, and harrowing international trade and military relations have disrupted normal business practices and expectations with little or no improvement in sight. Now's the time to search out your customers' trade and financial relations more closely than ever before. It could be a time to urge, recommen
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Collections Negotiations with Delinquent Customers? 10 Tips to Get Payments
Here are the most important tips to negotiate with delinquent customers and run the collection process effectively. Dive in to this article and know the top tips to get your customers to pay faster.
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Beware of Bankruptcy Clawback Suits
Know everything about preference actions during bankruptcy and also learn about ways to protect yourself from preference exposure.
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The Male/Female Pay Gap Is Still There and It's Still Wide: Is it simple discrimination or a whole lot of other things?
Know the real facts of gap in pay between men and women as per different parameters like education levels, demographics etc..
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Credit Group Participation ROI Averages More Than 100 Percent Per Week (No, that's Not a Misprint)
In this benchmarking survey, understand the value and ROI from of credit groups for the credit department.
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"Basics of Writing a Good RFP for Debt Collection Agencies "
Here's an article on how to write a good RFP for debt collection agencies and the differences between RFI vs RFP and its processes.
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Bankruptcy Filings Increased in August: Could This Be the Start of a Wave or a Tsunami?
Since the onset of the pandemic, bankruptcy filings have been suppressed, in large part by the COVID Relief funds distributed by governments around the world. Now, according to a September 1, 2022, press release from Epiq Bankruptcy, US bankruptcy filings across all chapters registered month-over-month increased in August.
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[FREE] Collection Escalation: Notice of an Attorney Referral for Overdue Receivables
Leverage this ready-to-use letter template to escalate customers for past-due receivables, the failure of which might lead to an attorney referral.
FREE
Credit Manager O2C Collections Analyst Collection Emails and Letters Collections Prioritization Downloads Collections Collection Negotiations
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
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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.
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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
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[Free] Checklist: 11 Tips to Effective Listening in Collections Negotiation
Understand how effective listening could be a collector's best tool during collection calls.
FREE
Collections Analyst Collections Prioritization Resources Checklist Downloads Collections Analyst
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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[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!"
FREE
Collections Analyst Collections Prioritization Resources Checklist Downloads Collections
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
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Become Pro-Active Instead of Reactive When Managing Your AR
The ability to quantify risk across your entire accounts receivable portfolio is critical to your ability to assume a pro-active rather than a reactive credit management strategy. The greater your understanding of the risk associated with your AR, the more strategically you can allocate resources and set priorities. As the risk parameters then shift, so can your tactics within the strategic framework you have established.
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Review Your Customer Portfolio From the Lens of Risk, Reward, and Profit
At some point every company should reflect on their customer portfolio and ask, are we selling to the right customers? What is the actual profit by the customer when deduction-related overhead costs, extended terms demands, and risks are considered in the net profit calculation?
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A Checklist To Assist You In Implementing CECL
Here's the checklist that highlights the best practices for implementing CECL in your industry
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Jan Events Test
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[FREE] A/R Month-End Close Checklist Excel Template
Download and customize your new standardized month-end checklist now!
FREE
A/R Manager Cash Reconciliation Resources Cash Forecasting And Month-End Close Downloads Excel Templates A/R Credit
[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!
FREE
Credit Analyst Credit Policy Resources Downloads Documents Credit
[FREE] Infographic : 7 Best Practices to Plan Ahead for Bankrupt Customers
Follow this free infographic & learn how to balance out the impact of bankruptcy on your collections and save your business now!
FREE
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[FREE] Checklist: 10 Crucial Steps to Build an Effective Credit Policy
Improve your chances of overdue settlements by up to 40%. Download this free checklist on effective credit policy and reduce your bad debt now.
FREE
Credit Analyst Resources Checklist Downloads Credit
[FREE] Infographic: 3 Key Ways to Communicate Bankruptcy to the Court
Follow this free infographic to know the right steps and procedures to communicate your queries to the court and understand how to file a proof of claim, submit preference claims and re-claim payments.
FREE
Credit Manager Resources Downloads Infographics Credit
Are You Prepared for Pay Transparency in Your Department
It may be more likely that new applicants will want to know a position's salary even before applying. Going away are the days when a prospective employer will ask an applicant for the salary in their current or last position as a prerequisite for an offer.
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Planning to Get Back to Customer Visits in 2023?
Following is a checklist of the potential advantages you can expect from a customer onsite visit. Not all may apply to you specifically, but you are likely to find many of the following points useful.
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[FREE] Infographic : 5 Red Flags To Look For During Negotiations
Understand how to bargain via collaborative issue solving and persuade others to view things your way in a negotiation call
FREE
Collections Analyst Resources Downloads Collections
[FREE] Infographic: 7 Tips to Deal With The Great Resignation
Download this free infographic to learn about some proactive steps that you can take to arrest "The Great Resignation".
FREE
Credit Manager Resources Downloads Infographics Credit
[FREE] Checklist for a Credit and Collections Hiring Process
Discover if education is more important or experience while hiring for your credit department
FREE
Resources Recruiting and Talent Management Checklist Downloads Leadership Manager Credit
[FREE] Infographic: 3 Ways to Overcome Account Close Challenges
Follow this free infographic & learn about the best practices to overcome the challenges of the month-end close process. Enhance the efficiency of your A/R teams now!
FREE
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[FREE] Checklist for AR Professionals : Working & Recruiting Remotely
Discover our checklist to overcome hiring challenges and improve the efficiency of your employees remotely
FREE
Credit Manager A/R Manager Resources Checklist Downloads Leadership A/R Credit
[FREE] Infographic: CFO’s Top 7 Priorities for Cash Forecasting
Is your cash forecasting model providing accurate real-time updates for cash-flows and meeting the CFO's expectations? Follow this free infographic and learn how to build accurate cash forecasting models based on CFO's top priorities.
FREE
Credit Manager A/R Manager Downloads A/R Infographics Credit
Sales BootCamp
Sales BootCamp is our enablement program for Sales on-boarding. You will have the opportunity to learn about our As-Is Sales process, products, customers, and design processes in-depth as part of your onboarding process. This will be a Seller centric version of our dotONE Sales Playbooks. We have provided much of this as self-learn, however we will complement these with sessions led by SMEs and will feature live demos.
FREE
HighRadius_Internal
Dr. Credit: Promissory Note: A Simple Form That Accomplishes Many Things
When you negotiate a payment plan with an honest but troubled customer, a Promissory Note is your best friend. Read this article to understand best practices. As a bonus, download a free template at the end of the article.
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A SWAT-Team Approach to Risk Management
Managing risk single handedly in today's uncertain business climate is virtually impossible, notes Juan Colina of REL Consultancy Group. So what do you do? He suggests initiating the formation of a cross-functional "SWAT Team" that has a shared understanding of your company's strategic objectives and responsibility for achieving them. The SWAT team should be led by the CFO, Treasurer or Controller to indicate the importance of the team.
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How to Deal With Credit Application Processing Challenges
As a credit analyst, how are you dealing with credit application processing challenges? Read article to find out remedies to deal with incomplete applications and missing signatures.
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New ""Positive Credit Registry"" in Brazil
Did you know Credit scoring has historically been unavailable in Brazil? Read the full artcle to find out about some aspects of the Positive Credit Registry in Brazil.
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[FREE] Template: Letter for Past-Due Accounts of Well-Known Customers
With the help of this ready-to-use, free collection letter, you can remind devoted customers for immediate full payment.
FREE
Credit Manager O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections Analyst Collection Negotiations
[FREE] Template: Collection Letter to Request for Customer's Contact
Follow-up with your customers to pay the past-due balance within 10 days by downloading this free, ready-to-use reminder letter.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections
[FREE] Template: Alternative Letter to Solicit Contact for Past-Due Receivable
Ready-to-use alternative letter to solicit contact for collection of past dues by getting to the bottom of a payment issue.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization Resources Downloads Collections
[FREE] Template: Full Payment Demand Letter to the Customer's Controller
Leverage this free, ready-to-use final demand letter template to escalate the matter to the customer's controller and expedite payment.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections
[FREE] Template: Letter for Credit Managers Reacting to Proposed Payment Plan
Leverage this ready-to-use letter template to respond to your customer's proposed payment plan.
FREE
Credit Manager Latest O2C Collections Prioritization A/R Manager Resources Downloads Collections
[FREE] Template: First Demand Letter for Past-Due Receivable (Under $ 500)
Use this free template for a first-demand low balance letter to ensure prompt payment.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections Analyst
Creditors Guide to DuPont Analysis
Credit Analysts, Have you haerd of DuPont Analysis? This article explains what is DuPont Analysis and how it determines the strengths and weaknesses of a company.
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[FREE] Template: Collection Demand Letter for No Past-Due History
Ready-to-use, free collections demand letter for a customer with no previous past-due history.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections Analyst
Sales L&D Session: Discovery Call 2 STRAP Huddle 7/22/2021
Part one in our series around the new Generate Interest sales motion Discovery Call 2, focusing on the Discovery Call 2 STRAP Huddle
FREE
HighRadius_Internal
Treasury Enablement Session: Cash Forecasting Technical Demo Training - 05/05/2022
In this session, we cover the updated cash forecasting sales guidelines for the SP audience.
FREE
HighRadius_Internal
Sales L&D Session: Inbound Processing for EMEA & Sales Generated Leads 11/25/2021
An overview of the Inbound Lead Processing for EMEA and reinforcment of Sales Generated Leads play.
FREE
HighRadius_Internal
Sales L&D Session: Sales Playbook Changes 11/11/2021
As we move into 2022, we are making significant changes to our dotONE playbooks to stay ahead of competitors and align ourselves with market needs. We will be replacing about 5-6 plays in the Functional Alignment and Value Alignment zones, aimed at helping Sellers close deals quicker.
FREE
HighRadius_Internal
Sales L&D Session: Loss Analysis Live Session 4/29/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
[FREE] Template: Demand Letter to Senior Management for Past-Due Receivables
Ready-to-use, free demand letter to accelerate the settlement of past-due receivables and lower your total DSO.
FREE
Credit Manager Latest O2C Collections Analyst Collections Prioritization A/R Manager Resources Downloads Collections Analyst
Treasury Enablement Session: How to Handle Competitive Questions Reinforcement Training - 6/9/2022
A reinforcement session on How to Handle Competitive Questions for Treasury
FREE
HighRadius_Internal
Sales L&D Session: Client Reference Requests 11/04/2021
An overview on when to provide reference requests for prospects, how to identify the correct reference, and how to prep the client ahead of the call.
FREE
HighRadius_Internal
Sales L&D Session: Building Champions Reinforcement 7/01/2021
Weekly Sales training sessions
FREE
00:55:47
HighRadius_Internal
Sales L&D Session: Discovery Call Reinforcement 7/15/2021
A reinforcement session for the updated Discovery Call Execute play, focusing on No Interest and Education Mode prospects.
FREE
HighRadius_Internal
Sales L&D Session: OTC Whitespace Analysis 2/25/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Playbook Scoring Reinforcement 7/29/2021
Sales L&D Session: Playbook Scoring Reinforcement 7/29/2021
FREE
HighRadius_Internal
Sales L&D Session: CPR, Account Briefing & SIH 1/21/2021
Weekly Sales training sessions
FREE
HighRadius_Internal
Sales L&D Session: Win/Loss Analysis 3/25/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Payments Team Introduction 12/02/2021
An overview of the Payments Team. As part of our CFOTech expansion strategy, we are adding a broad set of payment capabilities to our HighRadius portfolio.
FREE
HighRadius_Internal
Sales L&D Session: OTC Whitespace Reinforcement 8/19/2021
A refresher on the OTC Whitespace play and overview on how it will be scored for PES.
FREE
HighRadius_Internal
Sales L&D Session: Going to Market with BPOs 5/6/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
AutoFINISH 2022 OnDemand ~ Week 1
This online course comprises the goal of enabling every Mid-Market AE & SP to be able to sell all product suites across the Autonomous Finance platform by the end of Q4 2022.
FREE
AutoFINISH 2022 OnDemand ~ Week 3
This online course comprises the goal of enabling every Mid-Market AE & SP to be able to sell all product suites across the Autonomous Finance platform by the end of Q4 2022.
FREE
Treasury Enablement Session: Treasury Demo Prep and Execution 3/11/2022
It is critical that we design every demo to reflect how our solutions solve specific Prospect pain points. This session illustrates a standard process framework for mapping our solutions to their pain points in a demo narrative.
FREE
HighRadius_Internal
Sales L&D Session: Radiance on the Road 7/29/2021
Sales L&D Session: Radiance on the Road 7/29/2021
FREE
HighRadius_Internal
Sales L&D Session: Customer Buying Journey 1/7/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Treasury Enablement Session: Value Engineering Tool for Treasury Deals - 04/22/2022
An introduction into the new Value Engineering Tool designed for Treasury.
FREE
HighRadius_Internal
Sales Enablement Session: Sales KT - 7/01/2022
The Sales KT is the transfer of knowledge from the Sales Team to the Consulting team about the Client. It keeps the Consulting team focused on the core value proposition sold to the Client by the Seller.
FREE
HighRadius_Internal
Treasury Enablement Weekly Sessions | 2022
These are the recorded weekly Treasury Playbook Enablement sessions.
FREE
17 Courses
Sales L&D Session: Sales Generated Leads 9/2/2021
An overview on how Sellers can generate their own pipeline and how to use LinkedIn Sales Navigator to prospect.
FREE
HighRadius_Internal
Sales L&D Session: Discovery Call STRAP Huddle 2/3/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: The One Thing 3/11/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Competitive Differentiation with GetPaid and BillTrust 10/21/2021
An overview of how HRC products are differentiated from our two biggest competitors, GetPaid and BillTrust. We review how to position our products against these two and why our product is superior.
FREE
HighRadius_Internal
Sales L&D Session: Leveraging Existing Customer Connections 08/12/2021
Sales L&D Session: Leveraging Existing Customer Connections 08/12/2021
FREE
HighRadius_Internal
Sales L&D Session: Building Champions Refresh 9/16/21
A reinforcement of the newly updated Building Champions play.
FREE
HighRadius_Internal
Sales L&D Session: Discovery Script & Execute Call 2/3/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Lite AS-IS 9/30/2021
An overview of our new 'Lite' AS-IS play, designed to take place prior to Discovery Call 2 so we can better understand the prospect's AS-IS situation and tailor our best practices based demo to prospect specific pain points.
FREE
HighRadius_Internal
Sales L&D Session: Stakeholder Management 3/17/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Treasury Enablement Session: Financial Instruments Roadmap for Treasury - 5/26/2022
In this session, we reviewed the Financial Instruments Roadmap and value proposition for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: How to Present to a ZZTop - 7/05/2022
A session focused on How to Present to a ZZTop.
FREE
HighRadius_Internal
Treasury Enablement Session: Project Fastrack - 6/30/2022
A session focused on Project Fastrack.
FREE
HighRadius_Internal
Sales L&D Session: CPR 12/4/2020
Weekly Sales training sessions.
FREE
HighRadius_Internal
Treasury Enablement Session: Testing Stakeholders Part 1 - 6/23/2022
A reinforcement session on Mapping Stakeholders and Testing Champions.
FREE
HighRadius_Internal
Sales L&D Session: Executive Decision Making Criteria for Buying Services 1/28/2021
Weekly Sales training sessions
FREE
HighRadius_Internal
AutoFINISH 2022 OnDemand ~ Week 4
This online course comprises the goal of enabling every Mid-Market AE & SP to be able to sell all product suites across the Autonomous Finance platform by the end of Q4 2022.
FREE
Sales L&D Session: Playbook Execution Scoring 4/1/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Project ZZTop 3/4/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Buying Mode Hypothesis 7/08/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
AutoFINISH 2022 OnDemand ~ Week 2
This online course comprises the goal of enabling every Mid-Market AE & SP to be able to sell all product suites across the Autonomous Finance platform by the end of Q4 2022.
FREE
Sales L&D Session: Contract Approval Plan 5/27/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Treasury Enablement Session: STRAP Reinforcement Training - 6/16/2022
A reinforcement session on How to STRAP for Treasury
FREE
HighRadius_Internal
Sales L&D Session: SideTrade Competitive Differentiation 10/07/2021
An overview of one of our newer competitors, SideTrade, with a comprehensive deep dive on how HighRadius solutions compare - and exceed - their offerings.
FREE
HighRadius_Internal
Marketing Enablement Weekly Sessions | 2022
Weekly Marketing training sessions in 2022. (Learning Path)
FREE
18 Courses
Treasury Enablement Session: Delivering the Proposal - 05/12/2022
Reinforcement training on Delivering your Proposals for Treasury.
FREE
HighRadius_Internal
Sales L&D Session: Trifecta Branded Live Product Demos 4/22/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: OTC Whitespace Reinforcement 6/3/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: Discovery Call STRAP Huddle Reinforcement 5/13/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales L&D Session: STRAP Reinforcement 4/8/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Treasury Enablement Session: Building Champions Reinforcement Training - 6/2/2022
A reinforcement session on how to build a Champion for Treasury
FREE
HighRadius_Internal
Treasury Enablement Session: Minutes of Meeting (MoM) - 6/21/2022
A reinforcement session on how to take Minutes of Meetings
FREE
HighRadius_Internal
Account-Based Marketing Enablement Weekly Sessions | 2022
Weekly Account-Based Marketing training sessions in 2022. (Learning Path)
FREE
34 Courses
Sales L&D Session: Building Champions 2/11/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DC 1 STRAP Huddle 6/15/2022
Reinforcement session for the Discovery Call 1 STRAP Huddle, covering how to prepare for, execute, and score a Huddle.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Numbers Don't Lie: The WBR - 7/27/2022
An overview of the new template released for POD-Level WBR
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Pipeline Review + Huddle Review (Reinforcement) 5/04/2022
POD Lead training on how to conduct a successful Pipeline Review.
FREE
HighRadius_Internal
A Proactive Collections Approach Isn't What You Think It Is
Modern collection teams need to develop a strategy that helps them ensure the promise-to-pays are honored by analyzing customer payment behavior proactively to optimize working capital. Artificial Intelligence (AI)-driven Proactive Collections is a prerequisite for preemptive dunning, empowering your collections team with capabilities such as:
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Account-Based Marketing Enablement Session: Crafting the First Email 5/25/2022
How to write an effective First Email to a Prospect.
FREE
HighRadius_Internal
Marketing Enablement Session: High Tech Industry Battlecard: Theory in Practice - 06/09/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Hypothesis of a Lead and Contact 5/18/2022
The Hypothesis of a Lead or Contact Objective builds a messaging strategy around our best guess as to how we can eventually get this Prospect on a Discovery Call.
FREE
HighRadius_Internal
Marketing Enablement Session: Inbound Lead First Response - Part 3 9/01/2021
This is part 3 of an overview of how to research, strategize and send the best email as a first response to an Inbound Lead.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Social Selling - 11/09/2022
Social Selling describes the process of building relationships as part of the sales process, often through social media channels (in this case LinkedIn)
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: How to Read a 10-K - 9/28/2022
An overview of financial reports published by public companies and how E/FTAs can utilize them for better messaging.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DISC Personality Assessment 6/22/2022
An overview of the DISC Personality Assessment methodology, as well as the new Crystal DISC assessment tool.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: No Discovery Call Left Behind - 6/29/2022
Strategies to reduce the number of No Shows and Cancellations for Discovery Call.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Cash App Execution 12/09/2021
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Cash Application execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
An Innovative System for Speeding Up Receivables And Increasing Cash Flow
"As a multinational company with 2,000 clients and growing at about 80% a year, we've always regarded cash flow as our number-one concern," explains Frederick Roberts, CFO for Allen Systems Group, a Naples, Florida, systems software marketer. "We need every dollar possible in order to sustain our growth. By not being on top of our receivables, though, we were always running out of cash."
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Understanding The Modern Treasury Policies
Watch this course to understand the definition and functions of various treasury policies for better management of surplus cash.
FREE
30 Mins
O2C 1-2 Hours Foundation Treasurer Treasury Management Treasury Short Course <60 Mins Beginner Treasury_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
A Weak Link in Supply Chain Monitoring
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Effective Collection Call Negotiation Techniques
Watch this tutorial to understand the pros and cons of different collector's behaviors, negotiations styles and approaches.
FREE
120 Mins
Latest 2 Hours O2C Collections Analyst Collections Prioritization Collection Call Negotiations Collector Credit Director Collections course Collection Negotiations Short Course <60 Mins Beginner Collections_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
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!
FREE
15 Mins
Latest O2C Up to 1 Hour A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
Industry Credit Reports Assessment Certified
This online certification program is designed to equip credit professionals at all levels with the skills to do credit risk assessment, process credit applications & analyze credit reports accurately
$299
mini-certification-course Old Intermediate Certification Credit_New courses-for-highako-homepage 300 mins 7 Modules courses-for-highako-universal
How to Configure Purpose-Built Treasury Technology
Watch this full tutorial to understand the importance and need of having a purpose-built treasury technology.
FREE
30 Mins
O2C Foundation Up to 1 Hour Treasurer Treasury Management course Short Course <60 Mins Beginner Treasury_New courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
B2B Frauds in A/R and Cybersecurity Certified
This online certification program is designed to equip A/R professionals at all levels with the skills to prevent B2B frauds and cybercrimes.
FREE
Collections Credit Treasury mini-certification-course New <120 Mins <240 Mins Intermediate Certification Credit_New courses-for-highako-homepage courses-for-highako-certification 120 mins 9 Modules courses-for-highako-universal
How to do Credit Risk Assessment for Small and Medium Businesses
This course toolkit will help you get an idea as a beginner on how to do a credit risk assessment for small and medium businesses in this economic downturn. You have 2-course modules, 2-blogs, 2-downloadable assets, and a quiz you should attempt to obtain a certificate.
FREE
30 Mins
Short Course <60 Mins Intermediate Credit_New Popular courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
Credit Portfolio Management Certified
This online certification program is designed to offer credit professionals the skills to manage their portfolio effectively
FREE
mini-certification-course Specialty New <120 Mins <240 Mins Intermediate Certification Credit_New courses-for-highako-homepage courses-for-highako-certification 120 mins 6 Modules courses-for-highako-universal
Collections Call Negotiations Certified
This online certification program is designed to equip collectors at all levels with the skills to leverage negotiation skills in collection calls & gain a “win-win” approach to collections call negotiations that will leave both parties feeling like winners.
$299
mini-certification-course Old Beginner Certification Collections_New courses-for-highako-homepage courses-for-highako-certification 300 mins 12 Modules courses-for-highako-universal
Understanding the Credit and Collections KPIs
Improve your team's productivity and process efficiency by understanding and tracking company metrics like DSO and CEI. This course helps to understand all your collection kpi's and credit metrics also.
FREE
120 Mins
Credit Manager O2C 1-2 Hours Foundation KPIs and Reporting Credit course Short Course <60 Mins Beginner Collections_New courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
Creating Excel Deductions Dashboard for Senior Management
Join this live workshop with Jessica Butler, founder of Attain Consulting Group to learn how you can use Excel to build your deduction dashboard!
FREE
240 Mins
Credit Manager Advanced O2C Foundation Deductions Manager KPIs and Reporting A/R Manager Credit Skillcon 21 Live Event Deductions course Short Course <60 Mins Deductions_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
Resolving Trade Deductions for Big Box Retailers
Watch this course with Kim Erickson, Owner, Principal Optimize Consulting to learn how to resolve trade deductions faster and more accurately.
FREE
50 Mins
Latest O2C Foundation Up to 1 Hour Deductions Manager Deductions Resolution Deductions course Short Course <60 Mins Beginner Deductions_New Popular courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
Credit and Debt Collection Laws for A/R
Online 70 minutes crash course on conventional credit and collection laws including FDCPA, FCRA, ECOA, and Antitrust.
FREE
70 Mins
Credit Manager O2C 1-2 Hours Foundation Credit Scoring A/R Frauds and Laws Collection Call Negotiations Credit course Short Course <60 Mins Beginner Credit_New courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
Cash Forecasting Certified
This online certification program is designed to equip credit professionals at all levels with the skills to accurately forecast cash positions, prevent cash shortages & make informed credit decisions to maximize returns.
FREE
Advanced Specialty New <240 Mins Certification Treasury_New courses-for-highako-homepage courses-for-highako-certification 240 mins 4 Modules courses-for-highako-universal
Big Box Retailer Deductions: Benchmarking Survey & Best Practices
Plug your bottom-line leaks and improve your deductions management process
FREE
40 Mins
Advanced Deductions Manager Deductions Resolution Big Box Retailers Deductions course Short Course <60 Mins Deductions_New Popular courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
Handling Incorrect Remittance Information in Cash Application
Watch this tutorial and learn how to handle incorrect data in remittance processing and minimize the risk of unclaimed funds.
FREE
21 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New courses-for-highako-homepage 60 mins 7 Modules courses-for-highako-universal
Cash Application Lockbox Remittance 101
Watch this tutorial and understand the basic components of lockbox remittance processing in a cash application.
FREE
30 Mins
O2C Up to 1 Hour A/R Manager Cash Reconciliation A/R course Short Course <60 Mins Beginner Cash App_New courses-for-highako-homepage 60 mins courses-for-highako-universal
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
FREE
30 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation course Short Course <60 Mins Intermediate Cash App_New courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
Evaluating Third-Party Collection Agency for Delinquent Accounts
This online course will help you understand delinquent accounts and get insights on various third-party collection agencies and how you can leverage it to your best advantage.
FREE
50 Mins
Credit Manager Advanced O2C Up to 1 Hour KPIs and Reporting Collections Prioritization Collection Call Negotiations Credit course Short Course Intermediate Collections_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
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.
FREE
30 Mins
Trending Advanced O2C Foundation Up to 1 Hour Portfolio Analysis Stakeholder Management Prioritization Treasurer Treasury Management Treasury course Short Course <60 Mins Intermediate Treasury_New Popular courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
Credit and Collections Laws Certified
This online certification program is designed to equip credit professionals at all levels with business-critical skills across FDCPA, ECOA, Antitrust Laws, and Bankruptcy Preference Claims.
FREE
mini-certification-course Old <240 Mins Beginner Certification Collections_New courses-for-highako-homepage courses-for-highako-certification 300 mins 7 Modules 6 Modules courses-for-highako-universal
Effective Credit and Collection Strategies During Recession
This course gives you effective credit and collection strategies that can be used by credit managers during an economic downturn.
FREE
60 Mins
Credit Manager Advanced O2C 1-2 Hours Credit Scoring Collection Emails and Letters Collections Prioritization Collection Call Negotiations Credit course Short Course <60 Mins Collections_New Popular courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
Understanding Treasury Flows and Procedures
Watch this full tutorial to understand everything about Treasury flows and procedures to become a Treasury expert
FREE
30 Mins
Up to 1 Hour Stakeholder Management Treasurer course Short Course <60 Mins Intermediate Treasury_New Popular courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
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.
FREE
30 min
Credit Manager Advanced O2C Up to 1 Hour Credit Scoring A/R Financing Credit course Short Course Intermediate Beginner Credit_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
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.
FREE
30 Mins
Credit Manager O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation Treasurer A/R course Short Course <60 Mins Intermediate Cash App_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
Guide to Credit Derivatives for Credit Managers
This course will give you a brief idea of what a credit default swap is and how it can be used. You will also learn about the concerns related to credit default swaps.
FREE
30 Mins
Credit Manager O2C Up to 1 Hour Credit Scoring Credit Credit Risk Mitigation Short Course <60 Mins Beginner Credit_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
Deductions Management Maturity Model: How to Optimize Your Process
Understand deductions resolution methods, timely review and follow up, cross-functional team setup.
FREE
15 Mins
O2C Foundation Up to 1 Hour Deductions Manager Deductions Resolution Deductions course Short Course <60 Mins Intermediate Deductions_New courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
Change Slow-Paying Customer to Cash-In-Advance
Learn and Understand how to notify customers that your company is changing payment terms with the customer to cash-in-advance because of slow payments and a lack of integrity.
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SnapShot Survey: Key Financial Performance Indicators (KPIs)
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Streamline your Credit Department: 5 Steps to Automate Success
Read this blog to understand how to make sure that your automation initiatives drives sucess for your credit department.
This is a blog Director Manager
[FREE] 5 in 1 - Credit and Collections Efficiency Calculator (Excel Tool)
Download this excel tool to calculate your department or organization’s efficiency
FREE
Credit Manager KPIs and Reporting Downloads Excel Templates
[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
FREE
Credit Analyst Collection Call Negotiations Resources Downloads A/R Documents Credit
Improve your Company’s Working Capital Management for Growth & Profitability
Credit Management is more than credit risk assessment and collections. In order to provide the maximum value to your company, it requires a view and involvement beyond the walls of the Credit Department. As a Credit Manager by understanding the efficiency of your company's cash conversion cycle, you can impact improvement actions. Proper management of the cash conversion cycle is a critical element of total working capital management. This is what drives your company's liquidity.
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Holiday Sales and Bankruptcy Trends: What’s the Outlook This Year?
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Marketing Enablement Session: Manufacturing Industry Battlecard - Theory in Practice - 06/30/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
FedNow® Service Industry Work Group Issues Market Practices for Request for Payment
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Commercial Bankruptcy Trends Are Concerning – Here’s an Action Plan
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Payment Transaction Fraud Among Key Risks to Business Operations – and Reputation
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Managing Credit in a Time of Crisis
Right now - TODAY, in fact, as new events unfold rapidly in front of us - we're entering a period in which credit will surely be earning its keep! We say this because -- just like that, in the blink of an eye, we've suddenly got risk, and lots of it. When looking in the rear-view mirror, maybe just a week or two ago, we had seemingly been without it for quite some time (though of course that's not true; people -- even very smart people simply weren't seeing it.)
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Writ of Attachment: One of the Most Powerful Tools in the Creditor's Toolbox
Creditors seeking to collect on a delinquent account often find themselves waiting six months or sometimes much more for entry of a judgment before they can collect. However, in most states, creditors can take advantage of the state's prejudgment remedies to elevate their status from an unsecured creditor to secured creditor in the interim while they seek their judgment.
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Marketing Enablement Session: Manufacturing Industry Battlecard - 06/23/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: High Tech Industry Battlecard 06/02/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role
FREE
HighRadius_Internal
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
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How to Manage The Customer Deduction Challenge
When there are deductions against payment, customers are right more often than they are wrong. That said, erroneous deductions could have significant impact on profit margins especially for companies that operate on razor thin margins. This article examines how you can reduce the volume and impact of deductions.
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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.
FREE
20 Mins
Credit Analyst O2C Foundation Up to 1 Hour Credit Scoring Financial Statement Analysis Credit Career Growth Compass course
How to Automate Your Credit and Collection Processes
Are you aware that automating your credit and collections can boost your company's efficiency by up to 83 percent? Learn more about the various automation tools in this blog to improve your company's overall O2C processs.
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How to Set a Reasonable and Effective Credit Limit?
Once you've determined that a prospective customer is creditworthy, how do you determine a reasonable initial credit limit based on the information you've gathered about the buyer? There are three credit limit calculations that can help you determine an amount that is both fair and appropriate.
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How to Communicate with Diplomacy and Tact
Do you realise that occasionally, aggressive dialogue might lead to misunderstandings? Effective communication is a talent that should be practiced by everyone. Learn how to communicate tactfully and diplomatically in this article.
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Marketing Enablement Session: OTC Process and Domains Part Two 11/11/2021
In part two, we review the typical finance organization, how it can be structured for global firms, and the typical personas (along with pain points) you are likely to encounter. We also cover how to use the new consolidated Account Briefing Document for all pre-sniping research.
FREE
HighRadius_Internal
How to Deal with Inefficient Coworkers?
Employee productivity has the potential to boost revenues by 21%. There are unproductive, challenging coworkers in every office, but does it really effect how well you can accomplish your job? Learn from this article about the different strategies you can use to deal with unproductive coworkers.
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Marketing Enablement Session: Enterprise IR Content Library 8/25/2021
Overview of the IR Content Library available to all ABM resources.
FREE
HighRadius_Internal
Loan Reserves Are Climbing
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Marketing Enablement Session: Dealing with LTOs 9/15/2021
An overview of what a Long Term Opportunity (LTO) is and how to execute a 'closed loop' process to ensure we remain on the client's radar.
FREE
HighRadius_Internal
Chart of The Week: Are Your Employees Creating Value for Your Company, Or Destroying It?
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Towards a Better Understanding of the Payments Landscape
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ACI Worldwide Collaborates with Microsoft to Accelerate Global Move to Real-Time Payments
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The Art of Negotiation: Resolving Accounts Receivable Challenges for Business Growth
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Customer Manual Clearing in SAP
Watch this course to understand the the various T-codes and pre-requisites necessary to perform customer manual clearing in SAP.
FREE
10 Mins
Credit Manager Credit Analyst SAP ERP
Your Customer Filed for Bankruptcy: Now What?
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Case Study: Why Wesco Automated Their Cash Application Process
Read this exclusive case study on how Wesco increased their productivity by applying automation to their cash application process.
FREE
Case Study Downloads Downloadable Assets
Partial & Residual Clearing Line Items
This course will help you understand how to clear customer line items in both Partial and Residual using TCode F-28 in SAP
FREE
SAP ERP Fundamentals ERP
Persuasion: A Framework for Credit and Collection Executives
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Treasury Fraud is Everywhere
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Accord Financial Corp. Announces the Launch of Accord|EDC Trade Expansion Lending Program, Providing Flexible Financing for Canadian Entrepreneurs Throughout the Export Supply Chain
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CFO Priorities that Impact AR Management
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SnapShot Survey: 2023 Training Environment
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AI and payments: how the industry is approaching artificial intelligence
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Commercial Bankruptcies Rising: Reported to be Worse in 2023?
Total bankruptcy filings have increased rapidly in the past one year.
Stakeholder Management This is a blog Manager
Stablecoin Use to Surge, as Transaction Values to Grow 250% Globally by 2028
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Private Company Bankruptcies Are Rising: Prepare for More to Come
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Hackett Research: Inflation, Geopolitical Unrest, Other Factors Drive Up Operational Costs of Finance for the First Time in Decades
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SnapShot Survey: Collection Practices
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Exclusive Interview: 3 Credit Captains’ Journey to the Top
Watch this exclusive interview of top credit leaders and learn how you could upskill and move your career forward even during the looming recession.
FREE
50 Mins
Credit Manager Credit Analyst Up to 1 Hour Credit Director Leadership
Tip: Ten Steps to Help Sell Your Credit Policies and Decisions
know the 10 tips on how sales people can sell your decisions
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New Metrics That Supplement DSO
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PayPal Launches U.S. Dollar Stablecoin
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Oracle Delinquent Transactions
This course will help you to understand how to synchronise the Collection and the AR modules in Oracle
FREE
15 Mins
Oracle Foundation Up to 1 Hour Collections Analyst course ERP
The Art of Delegation
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Seven Reasons Credit Should Welcome ISO20022
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Moody’s and Microsoft Develop Enhanced Risk, Data, Analytics, Research and Collaboration Solutions Powered by Generative AI
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Tip: A Leader's Road to Managing Innovation
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Global Supply Chain: Worse in 2023?
1 in 5 who’ve previously lied are currently applying for jobs using a deceitful resume. This survey conducted by resume builder has changed the perspective of interviews for many interviewer.
Stakeholder Management This is a blog Leadership Manager
Equipment Leasing and Finance Association’s Monthly Confidence Index Rose to 51.8%: Trembling AR?
Stakeholder Management This is a blog
Drivers of B2B Use of Faster Payments
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ListServ Snap Shot Survey: Email Handling
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Tip of the Month: Fourteen Procrastination Hacks
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ListServ: SnapShot Survey: Credit Hold Parameters
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Bank Economists: “Soft Landing” Odds Have Improved But Recession Risks Remain
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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!
FREE
59 Mins
course All Persona
Understanding Employee Stress and Engagement
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Now that the Regional Banking Crisis Is Over Small Business Loans Are Declining
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The Upside of Unease: Why Comfort Zones Impede Leadership Potential
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Four Tips for Improving Day Sales Outstanding (DSO)
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Caught Up in an Employee Conflict? Here’s How to Get Out of the Middle
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Debating the Future of AI: 15 Ways to Have Productive, Civil Conversations on Contentious Tech Topic
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The Criticality of Soft Skills in the Work Place
Discover the 7 most valued soft skills at workplace and implement various strategies to fast forward your organization's success and business network.
FREE
60 Mins
Up to 1 Hour Soft Skill Leadership All Persona
How to Evaluate Your Credit Department Performance
This course toolkit will help know what metrics to consider while tracking the performance of your credit department. You have 2-course modules, 2-blogs, 2-downloadable assets, and a quiz you should attempt to obtain a certificate.
FREE
30 Mins
Advanced Short Course Old <60 Mins Credit_New
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.
60 Mins
Credit Manager O2C Foundation Up to 1 Hour Credit Scoring Collections Prioritization Collection Call Negotiations Prioritization Credit course Short Course <60 Mins Beginner Credit_New
Smart Finance Budgeting: Is the ROI Worth for CXOs
Read this blog to understand how to set the the budget for digital finance transformation and what is the ROI for the CXOs.
Stakeholder Management This is a blog
Distressed Debt Crosses $590B: Storm Building Over Global Economy
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Citi & TIS Launch Next-Generation Cash Flow Forecasting & Working Capital Insights for Companies
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Moving From Paper to Plastic: How Payment Optimization Leads to Better Decision Making
Download this exclusive white paper to understand how you can get started with your paperless payments journey.
FREE
30 Mins
Downloads Downloadable Assets
Smart Finance in Uncertain Times: The AI Advantage
Disruptive events from last years has highlighted the importance of moving towards a digital-first strategy. Read this blog to understand the importance of increased digitization in your finance functions.
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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
FREE
20 Mins
SAP Collections Analyst course ERP
Harnessing Analytics: The Move to Modernize Financial Infrastructure
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2023 Economic Outlook forecasts 0.9% Equipment & Software Investment growth, 1.6% GDP growth
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Companies Including Intuit, JPMorgan Chase Partner with the U.S. Chamber to Launch New Pledge to Pay Small Businesses Quicker
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Network Tokenisation to Facilitate 85% of All Global eCommerce Transactions by 2028
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RadiusOne Basics: Simplify AR Automation for Faster Collections
This demo course will teach you the basics of converting receivables to cash faster with RadiusOne collections management automation.
80 Mins
Up to 1 Hour Collections Analyst KPIs and Reporting Collection Emails and Letters Collections Prioritization Collector Collections
Nine Hacks for Creating Successful In-House Training Programs
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Paysend and Visa Strengthen Their Strategic Collaboration to Help Transform Global Money Movement
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Koverly's ‘Pay in 30’ Extends Cash Flow for Global Trade
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Basics of Planning a Successful Meeting
Watch this course to learn how to plan and organize a meeting successfully
FREE
30 Mins
Credit Manager Deductions Manager A/R Manager Credit Director Director Manager
Financial Statement Analysis: Fundamental Skill Test
Take this 5-minute quick assessment on the fundamentals of financial statements to brush up on your understanding of how to evaluate your customers' financial health and tailor your approach accordingly.
FREE
5 Mins
Credit Manager Credit Analyst O2C Credit Scoring Financial Statement Analysis Credit quiz
Inflation Has Eased, But Small Business Owners Say It’s Still Their Biggest Challenge
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Netsuite: How to Add Customer Insurance Details
Watch this video tutorial on NetSuite and learn how to record, store, and maintain your customer's insurance data in a single repository.
FREE
21 Mins
Latest NetSuite Foundation Up to 1 Hour Collections Analyst Collections Prioritization
Cash Forecasting : Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of cash forecasting to check if you are using the right cash forecasting strategies to improve visibility and transparency.
FREE
5 Mins
Cash Forecasting And Month-End Close Treasury quiz
5 Proactive Steps to Protect Accounts Receivable Before Customer Bankruptcies
Learn great strategies and tools to prevent your company from bad debt in case your customer files for bankruptcy!
FREE
60 Mins
Up to 1 Hour A/R Frauds and Laws A/R Manager Bankruptcy A/R
5. Configuring Workflows to Calculate Credit Score
Watch this tutorial and learn how configure workflows and automate them to calculate credit scores.
FREE
60 Mins
Credit
ResumeBuilder.com Survey Finds 8 in 10 Office Workers Believe 4-Day Work Week Would Improve Productivity
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Tip: Managing in Difficult Times Requires Strategic Leadership
Read this 6 tips by our expert on how you can manage your team strategically during difficult times.
This is a blog Leadership
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!
FREE
58 Mins
O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
120 Mins
Latest O2C 1-2 Hours Collections Analyst Collections Prioritization Collection Call Negotiations Collector Collections course Collection Negotiations
Chart of The Week: Employ Development - Advantages of a Skills-based Approach
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RTP® Network Surpasses Half a Billion Instant Payments
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Manual to Automated: How AI is Improving Working Capital
Read this blog to explore how automation could help your finance teams meet their goals, deliver results, and recover working capital in this disruptive economic environment.
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Exclusive: Global B2B cross-border payments to grow 43% to $56tn by 2030
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Managing Modern World Treasury: Metrics, Resources and Policies
This course will help you understand modern world treasury and how it differs from traditional methods of the treasury.
FREE
Tip: Planning to Automate Your Credit Department? Five Steps to Making it a Success
Modern collection teams need to develop a strategy that helps them ensure the promise-to-pays are honored by analyzing customer payment behavior proactively to optimize working capital. Artificial Intelligence (AI)-driven Proactive Collections is a prerequisite for preemptive dunning, empowering your collections team with capabilities such as:
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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.
$79
30 Mins
O2C Foundation Up to 1 Hour Collections Analyst Collection Call Negotiations Collector Collections course
Handling The Great Resignation: Scaling Staff Training and Career Growth
Watch this panel discussion to successfully navigate the great resignation by training your multi generational credit and collection teams, and implementing the correct reward and compensation strategies.
FREE
60 Mins
Credit Manager Up to 1 Hour A/R Manager Recruiting and Talent Management Credit Director Leadership course
Credit and Collections Career Bootcamp: Move Up or Move Out
Join us for an intriguing discussion, and you'll walk away with great strategies to think deeply about your development needs.
60 Mins
Credit Manager Credit Analyst Trending 1-2 Hours Collections Analyst Deductions Manager A/R Manager Deductions Analysts Recruiting and Talent Management Interview Leadership
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.
Credit Manager Bankruptcy
ListServ: Snapshot Survey on Collection Coverage
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Visa Expands Stablecoin Settlement Capabilities to Merchant Acquirers
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SnapShot Survey: Key Process Performance Indicators
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Employee Hiring and Retention Toolkit
This course toolkit will help you understand how you can hire and engage candidates as well as retain existing employees. This toolkit contains 5-blogs and 2-downloadable assets
30 Mins
Credit Manager Credit Analyst O2C Up to 1 Hour Credit Policy Credit Scoring Credit Application Recruiting and Talent Management Leadership Manager Credit Hiring Credit Risk Mitigation
Handling Remittance Processing when Customers Cannot Be Identified
Take the following course to learn how to handle remittance processing when the customers cannot be identified.
FREE
21 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation
Tip of the Week: Be the Master of Your Customer Master Records
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Key Issues Involved in Building a Seamless Payment Environment
Read this blog to understand key challenges in payment environment today and how could you as a credit manager address it
FREE
Credit Manager Credit Director Credit Credit Risk Mitigation
Effective Credit Limit Management in NetSuite
Unmanaged credit limit can result in huge loss for any business. With this tutorial to learn how to configure customer credit limit and preferences in NetSuite!
FREE
04 min
Credit Manager Credit Analyst NetSuite Foundation Up to 1 Hour course ERP
Equipment Leasing and Finance Association’s Survey of Economic Activity: Monthly Leasing and Finance Index
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Are Recent College Grads Unprepared to Join the Workforce?
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Six Actions You Can Take to Manage Credit Exposure
This online credit risk management course will provide credit managers with the ability to demonstrate the distinct value of credit risk management.
FREE
40 Mins
Credit Manager O2C A/R Credit course
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.
30 Mins
Advanced Microsoft Dynamics Up to 1 Hour Collections Analyst Credit Scoring Collection Emails and Letters Collections course ERP
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.
FREE
35 Mins
Credit Manager Collections Analyst Credit Scoring
The Issues Driving Digital Transformation in Finance
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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.
FREE
Collections Analyst Collections Prioritization Third-Party Collections
Digital Transformation Requires People
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Global Non-Cash Transaction Volumes Set to Reach 1.3 Trillion in 2023
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PMSI & Bankruptcy Claims: Understanding Priority
Watch this course to find the exclusive rules on how to avoid pitfalls in PMSI filing and gain priority over other creditors in bankruptcy!
FREE
Credit Manager Up to 1 Hour Collector
Rethinking Stress in the Credit Department
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Intelligent.com Survey Finds 4 in 10 Business Leaders Believe Recent College Graduates Are Unprepared To Enter Workforce
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All Hands on Deck: A SWAT-Team Approach to Manage Financial Risk
Watch this panel discussion on how you could reduce financial risk for your business using a cross-functional team approach and mitigate problems.
50 Mins
Credit Manager Up to 1 Hour Credit Director Leadership Director Manager
Productivity and the Return to Office Versus Remote Debate
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AI a Job Creator?
'Five times as many companies are adding jobs as a result of AI'- Isn't this contrary to what we all have been hearing? Read this interesting interview to find out!
FREE
Credit Director Credit Credit Risk Mitigation
Debt Collection Calling & Negotiation Training
Understand the ABCs of speaking and negotiation skills that you could use to ensure maximum ROI from each of your collection calls. This improve your debt collection skills
FREE
120 Mins
O2C 1-2 Hours Foundation Collections Analyst Collection Call Negotiations Collector Collections course Collection Negotiations
A Checklist For Your Deduction & Dispute Resolution Processes
Manage your Deduction and Dispute Resolution processes with these simple deduction checklist & dispute resolution checklist
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Clearing Customer Line Item: Full
This course will help you understand how to clear customer line items in full using TCode F-28 in SAP
FREE
SAP ERP Fundamentals ERP
SAP : Display Customer Line Items
Learn how SAP makes it easy for you to display all the Line Items in just a few clicks using the FBL5N t-code.
FREE
Credit Analyst SAP Credit Application ERP Essentials ERP
Handling Deceptive Customers: Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of how to handle a deceptive customer during a collections call and modify your approach accordingly.
FREE
5 Mins
O2C Collections Analyst Collection Call Negotiations Collections Collections Foundation quiz Collection Negotiations
Credit and Collections - Payment Acceptance Training and Staff Benchmarking
This benchmarking course will help you identify gaps in the current method and improve your credit and collection processes.
FREE
Credit Manager Latest Deductions Manager A/R Manager Treasury Management Leadership Payments Manager All Persona
How to Be a Courageous Leader in the Post-Pandemic Era
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Accounts Payable Process: Manual vs Digital Payment
This online course will help you understand how accounts payable processes are becoming more digitized and automated as organizations upgrade their financial application or move to cloud solutions or service providers.
FREE
40 Mins
Trending O2C Up to 1 Hour A/R Manager Autonomous Accounting
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.
50 Mins
Credit Analyst O2C Foundation Up to 1 Hour Credit Policy Credit Career Growth Compass course
Cash Application Mini Degree
Streamline your cash posting process with this foundational certificate and learn about different payment options, how to resolve 15+ exception scenarios in remittance processing, and the latest technology in cash application automation.
FREE
Cash Application Minidegree New <360 Mins Beginner Cash App_New courses-for-highako-homepage courses-for-highako-certification courses-for-minidegree 300 mins 21 Modules courses-for-highako-universal
Collections Mini Degree
Advance your debt collection skills with this mini degree designed to help you prepare for the right collection strategy and maximize your debt recovery.
FREE
Collections mini-certification-course Minidegree New <360 Mins Beginner Collections_New courses-for-highako-homepage courses-for-highako-certification courses-for-minidegree 300 mins 7 Modules courses-for-highako-universal
Collections Negotiation Preparation for High Risk Customers
This course toolkit will help you proactively prepare for collection call negotiations while anticipating your customers' behavior.
FREE
30 Mins
Up to 1 Hour Collections Analyst Listening and Negotiations Collection Call Negotiations Collections Collections Foundation Short Course Intermediate Collections_New Popular courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
Credit Management Mini Degree
Master your credit analysis skills with this foundational certificate which is 100% self-paced & will enable you to make informed lending decisions, manage credit risk effectively, & accelerate the credit underwriting process.
FREE
mini-certification-course Minidegree New <360 Mins Beginner Credit_New courses-for-highako-homepage courses-for-highako-certification courses-for-minidegree 300 mins 16 Modules courses-for-highako-universal
Understanding Collections KPIs: Certified
This online certification program is designed to equip credit & collections professionals at all levels with the skills to measure collections performance, pick the right performance metrics and the different ways of calculating DSO.
FREE
Advanced mini-certification-course New <240 Mins Certification Collections_New courses-for-highako-homepage courses-for-highako-certification 180 mins 3 Modules courses-for-highako-universal
Handling Deceptive Customers During Collections Call Negotiation
Watch this tutorial that gives you a hands-on-guide on how to handle deceptive or overly aggressive customers during a collections call negotiation.
FREE
120 Mins
Latest O2C 1-2 Hours Collections Analyst Collections Prioritization Collection Call Negotiations Collector Collections course Collection Negotiations
UCC Filings & Liens Certified
This online certification program aims to give credit professionals of all levels the tools they need to safeguard their outstanding debt through UCC filings and secured transactions.
FREE
mini-certification-course Old Beginner Certification Credit_New courses-for-highako-homepage courses-for-highako-certification 180 mins 4 Modules courses-for-highako-universal
How to Secure Your Customer's Debt with UCC Filings and Liens
This online course will help you understand UCC filings and liens and how they could minimize write-offs and stabilize working capital.
FREE
80 Mins
Credit Manager Advanced O2C > 2 Hours A/R Frauds and Laws A/R Financing Credit course
Financial Statement Analysis Certified
This online certification program is designed to offer credit professionals an in-depth understanding of the different tools and approaches for interpreting financial ratios and financial statements to determine your customer's creditworthiness.
FREE
mini-certification-course <120 Mins <240 Mins Beginner Certification Credit_New Popular courses-for-highako-homepage courses-for-highako-certification 180 mins 4 Modules courses-for-highako-universal
Debt Collections Calling Certified
This online certification program is designed to help you gain the skills to handle deceptive customers and manage your behavior strategically during collections call negotiations.
FREE
mini-certification-course Old <240 Mins Intermediate Certification Collections_New Popular courses-for-highako-homepage courses-for-highako-certification 180 mins 4 Modules courses-for-highako-universal
The Current State of E-invoicing
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ListServe Thread: Communication with Invoice Portals
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"6 Proofs of Claim Pitfalls to Avoid "
Here are the few proofs of claim that help in understanding bankruptcy cases. Dive in to this article and know the information regarding proofs of claim
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Chart of The Week: Weighing the Economic Headwinds
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Credit Management Profile: Collections—The Power of a New Set of Eyes
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Tip of the Month: A Prescription for Recovering from Mistakes
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4. Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application
Learn how integrating with credit and financial agencies can benefit your business by watching this tutorial.
FREE
60 Mins
Credit
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
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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.
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10 Tips for Effective Listening in Collections Negotiation
What is your strategy to present a win-win negotiation during a collection call? This article outlines 10 tips on how to listen effectively and improve your debt collection skills during a critical negotiation.
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10 Mistakes Interviewers Make While Hiring Credit Talents
One of our favorite writers on HR and hiring-related issues is Mel Kleiman, president of Humetrics. Not long ago, he penned the following piece on the biggest mistake made by interviewers. This is one of the most important tasks of a manager and we always appreciate his take. We can't do better than quote him here:
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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.
Limited availability
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How to Standardize the Remittance Process in Cash Application
Watch this tutorial and learn how to handle funds with no open invoices by establishing a definite process workflow, like including reason code and payment instructions.
FREE
21 Mins
Latest O2C Foundation Up to 1 Hour A/R Manager Cash Reconciliation Short Course <60 Mins Beginner Cash App_New courses-for-highako-homepage 60 mins anjali 6 Modules courses-for-highako-universal
What Is a UCC-3 Filing and Why Should You File One?
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Politeness in Peril: 8 Ways to Reverse the Crisis of Civility
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10 Dos & Don'ts For Customer Visits
Here's the list of Do's and Dont's for customer visits. Know the complete customer service responsibilities and opportunities in credit management.
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Certified Check or Cashier's Check -- Which Is Better for You?
Certified check and cashier's check mainly differ in who signs the check and who is obligated to pay. Read this article to find out which check is better.
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Quiz: HighRadius Collections Master Certified
FREE
Oracle Collection Management Certified
This online certification program is designed to equip credit and collections professionals at all levels with the skills manage customers in later-stage delinquency events using Oracle collections management.
FREE
Collections Old <240 Mins Beginner Certification
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.
FREE
50 Mins
Short Course Old <60 Mins Intermediate Credit_New
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.
FREE
40 Mins
Credit Analyst Latest O2C Foundation Up to 1 Hour Credit Scoring Credit course Short Course <60 Mins Beginner Credit_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
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.
FREE
50 Mins
Credit Manager Advanced O2C Up to 1 Hour Credit Policy Credit Scoring Portfolio Analysis Stakeholder Management Credit course
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.
60 Mins
Credit Manager O2C Foundation Up to 1 Hour Credit Scoring Collections Prioritization Collection Call Negotiations Prioritization Credit course Short Course <60 Mins Beginner Credit_New
Effective Credit and Collection Strategies During Recession
This course gives you effective credit and collection strategies that can be used by credit managers during an economic downturn.
FREE
60 Mins
Credit Manager Advanced O2C 1-2 Hours Credit Scoring Collection Emails and Letters Collections Prioritization Collection Call Negotiations Credit course Short Course <60 Mins Collections_New Popular courses-for-highako-homepage 60 mins 2 Modules courses-for-highako-universal
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
FREE
90 Mins
Credit Manager Advanced O2C > 2 Hours Credit Policy Credit Scoring Portfolio Analysis Credit Director Credit course
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.
FREE
30 min
Credit Manager Advanced O2C Up to 1 Hour Credit Scoring A/R Financing Credit course Short Course Intermediate Beginner Credit_New courses-for-highako-homepage 60 mins 3 Modules courses-for-highako-universal
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.
FREE
120 Mins
Latest O2C 1-2 Hours Collections Analyst Collections Prioritization Collection Call Negotiations Collector Collections course Collection Negotiations
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.
FREE
60 Mins
Advanced Short Course <60 Mins Collections_New Popular
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
FREE
20 Mins
SAP Collections Analyst course ERP
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. This course helps the users to perform the dunning configuration in SAP easily
FREE
20 Mins
O2C SAP Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collections course ERP
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. This course helps to improve your collection management.
FREE
20 Mins
SAP Foundation Up to 1 Hour Collections Analyst Credit Policy Collections Prioritization Collector Collections course ERP
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.
FREE
15 Mins
SAP Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collections course ERP
A/R Aging Reports in SAP | Customization & Analysis
Learn how to generate an SAP aging report in a short 8-min micro-course. Learn how to generate 0-30, 30-60, 60-90 and 90+ days aging buckets or customize according to your needs.
FREE
10 Mins
SAP Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collections course ERP
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.
FREE
15 Mins
SAP Up to 1 Hour Deductions Manager ERP Fundamentals Deductions 101 Deductions Analysts Deductions course ERP
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.
FREE
10 Mins
Latest SAP Up to 1 Hour Collections Analyst Collections Prioritization ERP Fundamentals Collections course ERP
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.
FREE
10 Mins
Latest SAP Foundation Collections Analyst Collections Prioritization Collections course ERP
Marketing Enablement Session: Revving Up for Radiance Part 4 - Autonomous Accounting 03/03/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: E/FTA and POD Lead Accountability Framework 3/23/2022
Framework for the key coaching activities expected of POD Leads, as well as E/FTAs, to self-evaluate and improve performance.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Planning Your Calendar to Boost Productivity 3/9/2022
Planning your calendar as an E/FTA enables you to focus on setting Discovery Calls and other critical activities. In this session, we prescribe a daily and weekly work schedule that will enable you to hit and exceed targets.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Autonomous Accounting and The Office of the CFO - 8/31/2022
An overview of the HRC Autonomous Accounting for ABM along with the overview of key personas to target in the CFO Department
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Overcoming Objections - 10/06/2022
A collection of most common objections E/FTAs face while contacting a Prospect and how to convert their No's to Yes.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Crafting the First Email 5/25/2022
How to write an effective First Email to a Prospect.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Holiday Pipeline - 11/16/2022
An overview of how E/FTAs can engage the Prospects even during the upcoming holiday season, to have a strong finish to the year and kick off 2023.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting Phone Calls 2.0 - 11/23//2022
An overview of best practices for E/FTAs to make successful phone calls to potential new Customers.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Hypothesis of a Lead and Contact 5/18/2022
The Hypothesis of a Lead or Contact Objective builds a messaging strategy around our best guess as to how we can eventually get this Prospect on a Discovery Call.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting STRAPs with Vertical Messaging 5/11/2022
Rollout of ABM + Sales Prospecting STRAPs: Meetings that allow for better collaboration between ABM and Sales in order to share and leverage knowledge to set DCs.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DC 1 STRAP Huddle 6/15/2022
Reinforcement session for the Discovery Call 1 STRAP Huddle, covering how to prepare for, execute, and score a Huddle.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Linkedin, Zoominfo & 6sense for ABM - 08/10//2022
An overview of how to leverage Linkedin, Zoominfo & 6sense for ABM
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DISC Personality Assessment 6/22/2022
An overview of the DISC Personality Assessment methodology, as well as the new Crystal DISC assessment tool.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Numbers Don't Lie: The WBR - 7/27/2022
An overview of the new template released for POD-Level WBR
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: E/FTA and POD Lead Accountability Framework Pt 2 4/06/2022
Framework for the key coaching activities expected of POD Leads, as well as E/FTAs, to self-evaluate and improve performance.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Multi-Threading - 10/26/2022
Multi-Threading describes the play of identifying and following up with additional prospects at a company once an inbound lead has been received by an E/FTA.
FREE
HighRadius_Internal
Marketing Enablement Session: LinkedIn Sales Navigator 1/14/2022
This training is an overview of LinkedIn Sales Navigator and how to use it appropriately in your marketing role.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Top Gun Kickoff - 7/06/2022
Introducing Top Gun Academy, the 6-week boot camp being rolled out to help ABM Pod Leads improve their execution of key Leadership Principles. This session gives an overview of the curriculum and details what the weekly schedule will look like.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Don't Major in the Minors Part 2 - 7/18/2022
Part 2 of the Don’t Major in the Minors enables POD Leads to stay on the Strategic track and avoid Noise Track to better focus on their VGIs
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Pipeline Review + Huddle Review (Reinforcement) 5/04/2022
POD Lead training on how to conduct a successful Pipeline Review.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: ABM Radiance 2023 Outreach - 12/07/2022
A walk through of who you should be reaching out to, your strategies for driving registrations, and messaging tips to get prospects to register for Radiance 2023.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Lead Handoff Process - 7/13/2022
Walkthrough of the end-to-end Lead Handoff process for Experiential Marketing events.
FREE
HighRadius_Internal
Marketing Enablement Session: How to Win at Playbook Execution 1/06/2022
An overview of the new Marketing PES program including what plays will be scored at launched, how they will be scored, and how E/FTAs will get their weekly scores.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Autonomous Receivables and The Office of the CFO - 9/7/2022
An overview of the HRC Autonomous Receivables for ABM along with the overview of key personas to target in the CFO Department
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: How to Read a 10-K - 9/28/2022
An overview of financial reports published by public companies and how E/FTAs can utilize them for better messaging.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Customer Validation Playbook - 9/14/2022
An overview of the new Customer Validation Dashboard and how FTAs can leverage customer success stories while talking to the clients.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: No Discovery Call Left Behind - 6/29/2022
Strategies to reduce the number of No Shows and Cancellations for Discovery Call.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Social Selling - 11/09/2022
Social Selling describes the process of building relationships as part of the sales process, often through social media channels (in this case LinkedIn)
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting Phone Calls - 08/17//2022
An overview of best practices for E/FTAs to make successful phone calls to potential new Customers.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Logging DCs - 7/06/2022
Walkthrough of the process for scheduling Discovery Calls through Outreach. All E/FTAs should adhere to this as the official standardized process for recording DCs.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: DIH + HOCO (Reinforcement) 3/30/2022
The goal of this play is to outline the standard way of identifying the highest engaged accounts online, figuring out which contacts to target within these accounts based on the intent uncovered, and analyzing non-sales interaction (website visits, ad clicks, etc) to turn this information into a prospecting strategy.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting STRAPs Reinforcement- 8/03/2022
A reinforcement session of Prospecting STRAPs meeting between E/FTAs and AE/SP POD Leads
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: ABM Playbook Execution Scoring (PES) 6/1/2022
Launch of Playbook Execution Scoring for Enterprise NA and EMEA.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Treasury Overview - 8/24/2022
An overview of the HRC Treasury Solutions for ABM along with the overview of key personas to target in Treasury Department
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance - Wrap Up 03/17/2022
This session recapped and reinforced the series meant to provide new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Emerging Industries - Insurance Battlecard 05/12/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 2 - Shared Services & Global Business Services 02/18/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Manufacturing Industry Battlecard - 06/23/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Gartner Magic Quadrant Amplification 03/10/2022
In March 2022, Gartner will release the first-ever Magic Quadrant (GMQ) for Order to Cash and HighRadius is listed as the Industry Leader. GMQ is highly influential on decision-makers, so we are ensuring that all Prospects and Clients through hyper-relevant and creative messaging.
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 4 - Autonomous Accounting 03/03/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Consumer Packaged Goods (CPG) Industry Battlecard 04/07/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: High Tech Industry Battlecard: Theory in Practice - 06/09/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Staffing Industry: Theory in Practice - 07/14/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: CPG Industry Battlecard: Theory in Practice 05/05/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: LinkedIn Sales Navigator 1/14/2022
This training is an overview of LinkedIn Sales Navigator and how to use it appropriately in your marketing role.
FREE
HighRadius_Internal
Marketing Enablement Session: Insurance Industry Battlecard: Theory in Practice 05/26/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Q2 Marketing All Hands and Jeff VGI update 03/31/2022
Q2 Marketing All Hands and Vision, Goals, and Initiatives (VGI) Update
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 1 - Order to Cash 02/11/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Manufacturing Industry Battlecard - Theory in Practice - 06/30/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: High Tech Industry Battlecard 06/02/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role
FREE
HighRadius_Internal
Marketing Enablement Session: Staffing Industry Battlecard - 07/07/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 3 - Treasury and the Office of the CFO 02/24/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
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
60 Mins
Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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!
FREE
58 Mins
O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
30 Mins
Credit Manager Credit Analyst O2C Foundation Up to 1 Hour Recruiting and Talent Management Prioritization Credit Director Treasurer
Leadership Language Masterclass
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.
FREE
60 Mins
Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
25 Mins
Credit Analyst Advanced Oracle Up to 1 Hour Credit Policy Credit Scoring Credit course ERP
Oracle Credit Policies & Scoring Models
Credit management guide to define credit policies in Oracle starting from defining credit checklists to automatic scoring rules.
15 Mins
Credit Analyst Oracle Foundation Up to 1 Hour Credit Policy Credit Scoring Portfolio Analysis Credit course ERP
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.
50 Mins
Credit Analyst Oracle 1-2 Hours Foundation Credit Application Credit course ERP
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!
FREE
40 Mins
Credit Analyst Oracle Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
40 Mins
Credit Manager Advanced SAP Up to 1 Hour Credit Policy Credit Scoring KPIs and Reporting Credit course ERP
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!
FREE
40 Mins
Credit Manager Advanced SAP Up to 1 Hour KPIs and Reporting Credit course ERP
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.
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
45 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Application Credit course ERP
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.
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
20 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
Credit Bureau Data and How to Capture them in SAP
SAP hands-on course on how to capture external agency data and ratings.
15 Mins
Credit Analyst SAP Foundation Up to 1 Hour Credit Scoring Credit course ERP
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.
FREE
120 min
Short Course <60 Mins Intermediate Credit_New Popular
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.
50 Mins
Latest O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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
60 Mins
O2C Up to 1 Hour Recruiting and Talent Management Soft Skill course All Persona
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.
FREE
60 Mins
O2C Up to 1 Hour Stakeholder Management Soft Skill course
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.
60 Mins
Credit Manager O2C Foundation Up to 1 Hour Credit Scoring Collections Prioritization Collection Call Negotiations Prioritization Credit course Short Course <60 Mins Beginner Credit_New
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.
FREE
15 Mins
Credit Analyst Latest Microsoft Dynamics Foundation Up to 1 Hour Credit Scoring KPIs and Reporting Collections Prioritization Credit course ERP
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.
FREE
40 Mins
Microsoft Dynamics Up to 1 Hour Collections Analyst Collections Prioritization Collector Collections course ERP
Understanding Credit Limit & Scoring in Microsoft Dynamics D365
Watch this online training course to understand the concepts of credit limit & scoring in D365
FREE
15 Mins
Credit Analyst Latest Advanced Microsoft Dynamics Up to 1 Hour Credit Scoring Credit course ERP
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
FREE
20 Mins
Credit Analyst Oracle Microsoft Dynamics Foundation Up to 1 Hour Credit Policy KPIs and Reporting ERP Essentials Prioritization Credit course ERP
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!
FREE
20 Mins
Credit Analyst Latest Advanced Microsoft Dynamics Up to 1 Hour Credit Policy Credit Scoring Credit course ERP
Treasury Staffing and Organizational Structure
Watch this full tutorial to understand everything about Treasury Staffing and the Organizational Structure of a Modern Treasury
FREE
30 Mins
Advanced Up to 1 Hour Recruiting and Talent Management Treasurer Treasury course Short Course <60 Mins Treasury_New courses-for-highako-homepage 60 mins 5 Modules courses-for-highako-universal
Hiring & Developing Top Credit Talent | 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.
60 Mins
Credit Manager Credit Analyst Advanced O2C Up to 1 Hour Collections Analyst Deductions Manager A/R Manager Deductions Analysts Recruiting and Talent Management Credit Skillcon 21 Credit Director Credit course
Treasury Enablement Session: Testing Stakeholders Part 2 - 6/29/2022
A session focused on testing heros and detractors.
FREE
HighRadius_Internal
Treasury Enablement Session: Client Reference Requests - 5/19/2022
In this session, we reinforced the process of conducting Client Reference Requests for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: Treasury Discovery Call Reinforcement Play - 04/07/2022
A formal review of the Treasury Discovery Call Deck and how it applies to your Discovery Call
FREE
HighRadius_Internal
Treasury Enablement Session: How to Present to a ZZTop - 7/05/2022
A session focused on How to Present to a ZZTop.
FREE
HighRadius_Internal
Treasury Enablement Session: Financial Instruments Roadmap for Treasury - 5/26/2022
In this session, we reviewed the Financial Instruments Roadmap and value proposition for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: Testing Stakeholders Part 1 - 6/23/2022
A reinforcement session on Mapping Stakeholders and Testing Champions.
FREE
HighRadius_Internal
Treasury Enablement Session: Project Fastrack - 6/30/2022
A session focused on Project Fastrack.
FREE
HighRadius_Internal
Treasury Enablement Session: Cash Forecasting Technical Demo Training - 05/05/2022
In this session, we cover the updated cash forecasting sales guidelines for the SP audience.
FREE
HighRadius_Internal
Treasury Enablement Session: Treasury Demo Prep and Execution 3/11/2022
It is critical that we design every demo to reflect how our solutions solve specific Prospect pain points. This session illustrates a standard process framework for mapping our solutions to their pain points in a demo narrative.
FREE
HighRadius_Internal
Treasury Enablement Session: Value Engineering Tool for Treasury Deals - 04/22/2022
An introduction into the new Value Engineering Tool designed for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: Discovery Call STRAP Huddle for Treasury 3/24/2022
Preparing during the Discovery Call STRAP Huddle is a critical contributor to successful Discovery Calls. In this session, we review the Treasury Discovery Call STRAP and Huddle steps.
FREE
HighRadius_Internal
Treasury Enablement Session: How to Handle Competitive Questions Reinforcement Training - 6/9/2022
A reinforcement session on How to Handle Competitive Questions for Treasury
FREE
HighRadius_Internal
Treasury Enablement Session: Minutes of Meeting (MoM) - 6/21/2022
A reinforcement session on how to take Minutes of Meetings
FREE
HighRadius_Internal
Treasury Enablement Session: AI Readiness Assessment - 7/07/2022
A session focused on how to deliver the AI Readiness Assessment
FREE
HighRadius_Internal
Treasury Enablement Session: Building Champions Reinforcement Training - 6/2/2022
A reinforcement session on how to build a Champion for Treasury
FREE
HighRadius_Internal
Treasury Enablement Session: Delivering the Proposal - 05/12/2022
Reinforcement training on Delivering your Proposals for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: STRAP Reinforcement Training - 6/16/2022
A reinforcement session on How to STRAP for Treasury
FREE
HighRadius_Internal
Understanding the Credit and Collections KPIs
Improve your team's productivity and process efficiency by understanding and tracking company metrics like DSO and CEI. This course helps to understand all your collection kpi's and credit metrics also.
FREE
120 Mins
Credit Manager O2C 1-2 Hours Foundation KPIs and Reporting Credit course Short Course <60 Mins Beginner Collections_New courses-for-highako-homepage 60 mins 4 Modules courses-for-highako-universal
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.
40 Mins
Credit Manager Trending Advanced O2C > 2 Hours Credit Policy Credit Scoring Portfolio Analysis KPIs and Reporting Credit Director Credit course
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.
FREE
20 Mins
Credit Analyst Latest O2C Foundation Credit Scoring Financial Statement Analysis Understanding Customer Financials Credit course
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
30 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collection Call Negotiations Collector Collections course ERP
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
FREE
20 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst KPIs and Reporting Collector Collections course ERP
NetSuite Collections Worklist Segmentation and Prioritization
Segment customers into buckets for faster collection operations in NetSuite.
FREE
30 Mins
Advanced NetSuite Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization Collector Collections course ERP
A/R Aging Report Customization & Analysis In NetSuite
This NetSuite course will help you build up your skills to detect invoices that pay slowly, netsuite report customization and identify possible collection issues.
FREE
30 Mins
Advanced NetSuite Up to 1 Hour Collections Analyst KPIs and Reporting Collections Prioritization Collections course ERP
NetSuite Collections Follow-Ups and Dispute Resolution Methods
Leverage this video tutorial to recover past dues and invalid deductions
FREE
30 Mins
NetSuite Foundation Up to 1 Hour Collections Analyst Deductions Resolution Collection Emails and Letters Collections course ERP
Oracle Delinquent Transactions
This course will help you to understand how to synchronise the Collection and the AR modules in Oracle
FREE
15 Mins
Oracle Foundation Up to 1 Hour Collections Analyst course ERP
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
FREE
20 Mins
Oracle Foundation Up to 1 Hour Collections Analyst Collections Prioritization course ERP
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.
FREE
35 Mins
Credit Manager Collections Analyst Credit Scoring
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.
FREE
20 Mins
Oracle Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collections Prioritization
Credit and Collections Workflow in Microsoft Dynamics
Watch the tutorial to learn how the credit and collections workflow will benefit credit analysts
10 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst course ERP
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.
FREE
10 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst Collections Prioritization Collector Collections course ERP
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.
FREE
15 Mins
Microsoft Dynamics Foundation Up to 1 Hour Collections Analyst Collection Emails and Letters Collector Collections course ERP
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.
30 Mins
Advanced Microsoft Dynamics Up to 1 Hour Collections Analyst Credit Scoring Collection Emails and Letters Collections course ERP
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
FREE
20 Mins
Credit Analyst Oracle Microsoft Dynamics Foundation Up to 1 Hour Credit Policy KPIs and Reporting ERP Essentials Prioritization Credit course ERP