Quadient AR Automation by YayPay Features

Based on 32 Quadient AR Automation by YayPay reviews. Define credit limits per customer or by customer type.

Track the changes made to credit limits and the corresponding reasons. 32 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Based on 31 Quadient AR Automation by YayPay reviews. Adjust credit limits manually or automatically (based on pre-defined threasholds).

Based on 29 Quadient AR Automation by YayPay reviews. Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet.

Based on 30 Quadient AR Automation by YayPay reviews. Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount.

As reported in 49 Quadient AR Automation by YayPay reviews. Identify incomplete payments and track the rest of the amount due.

Track one to many and many to one relationships between invoices and payments. This feature was mentioned in 51 Quadient AR Automation by YayPay reviews.

Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time. This feature was mentioned in 42 Quadient AR Automation by YayPay reviews.

Apply payments to the right Accounts Receivables accounts for each customer. 45 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Based on 62 Quadient AR Automation by YayPay reviews. Manage late payments by time buckets (30, 60, 90 days).

Workflows to manage and escalate disputed transactions. 54 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

As reported in 61 Quadient AR Automation by YayPay reviews. Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing

As reported in 61 Quadient AR Automation by YayPay reviews. Comprehensive view of customer details for collections agents.

Identify and flag customers that are more likely to pay late. This feature was mentioned in 51 Quadient AR Automation by YayPay reviews.

Based on 43 Quadient AR Automation by YayPay reviews. Calculate the total amount received during a time period and compare with the estimate.

Based on 59 Quadient AR Automation by YayPay reviews. Use KPIs to monitor the effiency of the collections department.

Based on 20 Quadient AR Automation by YayPay reviews. Ability to scale to any collections volume, at any time

Maximize engagement using live data, behavioral insights, sentiment analysis and payment history 18 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Based on 17 Quadient AR Automation by YayPay reviews. Ability to identify and adjust to updated rules and regulations

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Project out as the year progresses to accommodate trends that affect key business drivers.

Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

As reported in 48 Quadient AR Automation by YayPay reviews. Customers can use an online portal to submit information and documents required for collections.

Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts. 46 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. This feature was mentioned in 10 Quadient AR Automation by YayPay reviews.

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. This feature was mentioned in 10 Quadient AR Automation by YayPay reviews.

Cash flow forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 10 Quadient AR Automation by YayPay reviews.

Ability to recreate forecasts to include new information that may impact budgets 10 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Automates the transfer of data between an organization's ERP system and its bank

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Reports on the status of invoices or payments 22 reviewers of Quadient AR Automation by YayPay have provided feedback on this feature.

Run reports on customer credit This feature was mentioned in 19 Quadient AR Automation by YayPay reviews.

As reported in 23 Quadient AR Automation by YayPay reviews. Tracks all transactions, from issuing invoices to payment reminders to receiving payment

As reported in 20 Quadient AR Automation by YayPay reviews. Integrates with accounting or similar platforms

Integrates with ERP systems This feature was mentioned in 21 Quadient AR Automation by YayPay reviews.

Integrates with Corporate Performance Management platforms This feature was mentioned in 20 Quadient AR Automation by YayPay reviews.

Based on 20 Quadient AR Automation by YayPay reviews. Manages credit limits based on customer credit scores, payment history, or other financial metrics

As reported in 22 Quadient AR Automation by YayPay reviews. Creates or imports invoices

Collects different payment types and manages payment terms This feature was mentioned in 22 Quadient AR Automation by YayPay reviews.

Offers customizable approval processes for all types of transactions This feature was mentioned in 21 Quadient AR Automation by YayPay reviews.

Based on 21 Quadient AR Automation by YayPay reviews. Reconciles payments to invoices to ensure matching

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Analyzes past transactions to make a prediction of when future payments are likely to be paid.