Exchequer Credit Pursuit
Exchequer Credit Pursuit – Gain tighter control on debtors and debtor information
Give your credit control team the power to manage all of their tasks within a single system with Exchequer Credit Pursuit.
With a personalised task list each operator can ensure that all calls are actioned, all disputes are dealt with and all outstanding debts are chased.
During each call, details can be recorded and full details of historical chases are available alongside customer information which is synchronised with your accounts software. Automated processes for sending out letters and emails make chasing debts simple and with Exchequer Credit Pursuit, operators can also place accounts on hold, remove them from being on hold and send internal messages and documentation to colleagues if required.
As operators make calls they are given ‘pointers’ which ensure all of the correct information is gathered for either queries or disputes, preventing the need for further calls. Graphs can be easily viewed to see an overview of your average debtor days over the past 12 months or even the average debtor days of an individual customer from the same period.
What our clients say
Finol invested in Exchequer software over 5 years ago, and Exchequer continues to grow and adapt to our unique and ever changing business requirements. The extended functionality allows us to use Exchequer software as a central hub for the majority of our business software requirements.
CRM has helped our business to co-ordinate our account management and our business pipeline in a more organised and professional manner. We find the call plan process very helpful in co-ordinating the interactions with our suppliers and customers.
With the live OLE links to Excel we have cut our inputting time at month end by up to 60% and enabled accurate and timely cost centre and departmental end-user reports at complex project/donor levels for our management team and donors.
Exchequer Software provides us with everything we need for our Accounting purposes. We have now decided to expand our use of the software. We are developing an e-commerce website hand in hand with Exchequer. This has been a smooth process so far and everything is exactly as explained at our initial meeting. Excellent... first class service!