Wer nutzt diese Software?
Durchschnittliche Bewertung21 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Preisinformationen Call for Pricing
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Installiert - Windows
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1996
WorkflowAR is a web-based, bolt-on application designed to
take the valuable ERP or A/R system data and turn it into usable
information Provides Portfolio analysis , monitor and improve
workflow processes. WorkflowAR is a tool to automate and
prioritize workflow activities based on your specific priority work rules.
It allows each employee to work through their day with a prioritized
task list, send template letters and emails, take notes at invoice or
client level & attach documents
- ACH Zahlungsabwicklung
- Abrechnung & Rechnungsstellung
- Aging Tracking
- Verarbeitung überprüfen
- Wiederkehrende Abrechnung
Die hilfreichsten Reviews für WorkflowAR
Bewertet am 3.8.2018
WorkflowAR is our new value added tool
Kommentare: As mentioned, we have much better efficiency and better visibility to where the issues are, such as deductions by reason code, customer, etc. My managers and I can now track our team's performance and easily share results with our senior management. We can respond more quickly to our customers and send them automated payment reminders. This will result in improved cash flow, lower DSO, and decreases in our deductions since we now have a better tool to identify where the root causes are. My team learned the system quickly as it is very user friendly and a tool every employee enjoys using. Honestly, it has everything an AR/Credit professional can ask for in a system.
Vorteile: WorkflowAR has helped our company to improve productivity and cash flow as well as increase our efficiency. We are now able to set up tasks, parent/child accounts, and easily query any information we need very quickly. This tool provides us everything we need to prioritize our deductions and collections and provide metrics and reporting our senior management team is very happy with. Now we can share our results and everyone in the company can see the metrics and how productive our team is. We were not able to pull this information before WorkflowAR. My team enjoys their job much more and they look forward to using this system since it is so user-friendly and makes their job much easier.
Nachteile: We will be utilizing another vendor to work with WorkflowAR to automate our invoicing to our customers and add a payment portal in the near future.
Antwort des Softwareanbieters
von WorkflowAR an 7.8.2018
Thank you for the kind words Cindy!
Bewertet am 22.11.2016
Want Your AR Team To Be More Efficient?
Kommentare: As an AR Manager, I am constantly asked by management to do more with less. The days of adding additional collections staff are over, and I needed to find a way to be more efficient despite the fact that my company was growing rapidly. Enter WorkflowAR. In the past, my collection team was managing their aging reports using Excel, and spreadsheet prep time alone was taking hours. Further, once the spreadsheet was created, within a day the data was stale, missing any recently applied cash. Needless to say, it was very inefficient. I did some research on AR collection software and came across WorkflowAR. The team did a great job of understanding our challenges and showing us where we could benefit from the software, and after getting a demo, we knew it would be a huge improvement over our spreadsheet process. It was an easy "sell" to my management team as the benefits of DSO improvement and increased efficiency greatly outweighed the reasonable cost. After using WorkflowAR for over 2 years, we couldn't be happier. Stan, Jim, Beth, and Cathy are the pinnacle of customer service, always quick to help with any questions or revisions to our customized interface. Bottom line: if you are looking to do more with less with your AR collections, LOOK NO FURTHER.
Easy to use interface
Workflow task lists
Outstanding customer service
Bewertet am 22.11.2016
Workflow AR Review
Kommentare: The accounting software we used was very limited for the credit and collections department. Workflow AR was able to fill the gap of tools the department needed in order to do their job more efficiently. Our AR is updated into the Workflow AR software every night, so my team is working with current data. We are able to set up task lists, which the managers create, in order to have their team focus on the areas needing to be addressed. My team was mainly focused only on customers who placed orders that went into credit hold. Workflow AR has allowed my team to be more proactive in their jobs instead of reactive.
Vorteile: Task Lists for my Team to know what needs to be accomplished for the day, and the Dashboard looks for Management.
Nachteile: Sometimes thinking about the Hierarchy can be a bit challenging. The Hierarchy you set up during implementation affects everything you do within the software.
Bewertet am 6.12.2016
Kommentare: The support that you receive from the entire team is beyond any IT support that I have ever received. They respond with accurate information. They listen to what you want and they help resolve and or improve on any functions that you need.
Vorteile: The customization of the query. The management tools for reporting how you are able to drill down to the details. comments, each department can place their own resolved item on the level header. I am able to add on special leaders to use the tool.
Nachteile: The only con is that we didn't get the most updated tool. So our open items will reflect the time of the morning current day, it's not showing in real time balances.
Antwort des Softwareanbieters
von WorkflowAR an 6.12.2016
Kayla, Thank you for the kind comments. The system can be updated multiple times per day if set up with your IT staff. Not a limitation for WorkflowAR. Please let them know if you want this to happen and we can help to coordinate this.
Thank you, Stan Dumoch
Bewertet am 9.11.2016
Big Fan of WFAR
Kommentare: I have been involved with transitioning multiple teams in various instances of WFAR. Aside from being a very effective A/R tool, the ease of use makes transitioning to WFAR straightforward with minimal knowledge curve drawback. I can't say enough about the support from Cathy and Stan received over the years. The Global Visions team takes the time to understand the needs of the customer and work tirelessly to deliver workable solutions.
Vorteile: Speed/ease of installation, ease of use, user friendly, flexible, compatible.
Nachteile: some limitations to reporting