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Secure records management - Credit Applications

Created: 28 February 2018
Created: Libby
Can anyone recommend secure storage solutions for softcopy of credit applications ? To do away with filing hardcopies in filing cabinets ? 3 208 Read   
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Customer portal for customer accounts, invoices and payments

Created: 28 February 2018
Created: Libby
I am looking for a local (Aust) provider who can provide/build a portal for our wholesale trade customers to log into to view all of their invoices and make payment for their account to us. This would involve daily data… 6 210 Read   
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Software

Created: 21 February 2018
Created: LUKE
We are a franchising company & looking for AR software to improve the invoicing, Risk Analysis & ATB processes. Does anyone have any opinions on what software we can utilise in conjunction with Microsoft Dynamics AX &… 2 188 Read   
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Credit Applications - Storing

Created: 19 February 2018
Created: Donna
We are going "paperless" and are therefore scanning all our documentation and storing online. Do we need to keep hard copies of credit applications? 3 208 Read   
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personal guarantee

Created: 16 February 2018
Created: Maree
I am looking for a template for a personal guarantee for a client who is fee funding their account. Does anyone have one I could use or point me in the direction to find one? Thanks in advance 8 186 Read   
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