Forum

Ask questions, initiate discussions or assist others by sharing your knowledge.

 
  • increasing credit limits
    Created: Tracey
    Created: Jul 20, 2017

  • afternoon everyone, when it comes to increasing credit limits, do you ask the customer to put the request in writing or is a verbal request to increase sufficient?

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  • Retentions
    Created: Grant Morris MICM CCE
    Created: Jul 07, 2017

  • Does anyone have a customer who has obtained funding against retentions, and not by substituting a retention with a bank guarantee?

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  • trade references
    Created: terrys
    Created: Jul 06, 2017

  • hi, i am having a discussion concerning whether it is still worthwhile in obtaining trade references especially concerning the time it may take to get them, i have recommended that with the information that is now available t…

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  • Skip Tracing Work
    Created: Solace23
    Created: Jul 02, 2017

  • Hi I've been in the credit industry for 20 years and am looking at starting a skip tracing business on the side.if you are interested please call me on 0466 659 422 to discuss prices and business requirements. Thanks, Dean

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  • Chq Refunds in Joint Names
    Created: nadiasmith
    Created: Jun 29, 2017

  • Hi We always raise our cheque refunds to the name on the account, however, had a case where it was joint name and not Mr & Mrs eg. Mr J Smith and Ms P Jones and they don't have a joint account. If Ms P Jones asks for the chq…

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  • locating a debtor
    Created: Maree Kent
    Created: Jun 13, 2017

  • Hi, I am wondering if there is anyone that can give me an idea of the fees for doing a skip trace on a debtor. I have done a business name search and company search of the company however it is no longer operating. I have a…

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  • ABN vs Pty Ltd vs Trading Name - risk?
    Created: Rodney Jarvis
    Created: May 15, 2017

  • Hi Team, We have a substantial customer that has changed hands through off-shore acquisition. Through 3 separate owners, the ABN has remained unchanged as has the trading name. The holding company has changed on each occasio…

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  • SAP Business One
    Created: carlyrae
    Created: May 15, 2017

  • I am assisting one of our related entities in setting up a central billing arrangement with a large client. I would like to know if anyone is familiar with SAP Business One and if it it has the capability to link sub-accounts…

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  • Managing a Legal Ledger
    Created: MDPearse
    Created: May 15, 2017

  • I am managing the Recoveries ledger on a number of accounts which have been passed onto our Legal team. Part of the (internal) the process is maintaining a complete report on the Accounts and the various stages of recovery. T…

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  • Credit Applications and Government entities
    Created: Tracey
    Created: May 04, 2017

  • Would you open a credit account without receiving a completed application or signed terms and conditions? what are your thoughts on not receiving/requesting signed terms and conditions from government entities and opening cr…

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  • ppsr
    Created: olivia
    Created: May 01, 2017

  • We are supplying the mines with our consignment stock and I am changing our PPS registrations as they appeared to have been set up incorrectly. I had advice from 2 lawyers who are contradicting themselves in the following: Do…

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  • B PAY
    Created: Maree Kent
    Created: Apr 26, 2017

  • Hi, I am in an Accounts Receivable role at an Accounting firm and we are in the process of converting to APS software. We are looking at offering our clients BPAY once we convert. I was wanting to know of any comments or h…

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  • 162

  • Peopsoft Financials 9.2
    Created: aiced
    Created: Apr 21, 2017

  • Any SE Qld based members currently using PeopleSoft Financials willing to exhibit some functionality and modules around condition monitoring and/or e-billing to our AR team at UQ? We would be very interested to see live how t…

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  • Credit Managers employed by Builders
    Created: zeeks
    Created: Apr 21, 2017

  • Hi All, I wish to network with individuals in credit who are employed by a Builder (not in the capacity as a Supplier to builders). I have recently taken on a new role with a Builder and would welcome any contact with indiv…

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  • Tax Invoice produced from HIA contract
    Created: zeeks
    Created: Apr 06, 2017

  • Hi All I am really looking for a legal response given this is not commercial credit we are providing as I am debating with a quasi legal representative within the organisation. I would like to hear from a legal stance can the…

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  • ERP SYSTEMS / PRONTO
    Created: jamesswhite
    Created: Mar 29, 2017

  • Do we have any colleagues or peers who are subject matter experts in Pronto reporting , specifically audit trails on cash allocations and AR reporting? Would love to have a chat. Thanks James

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  • External Administration - Reward Points
    Created: Michelle_74
    Created: Feb 07, 2017

  • Hi, If a business has accrued reward points (eg Amex) who gets the benefit of this in case of a failed business? A lot of my customers pay via Amex so they would be racking up considerable rewards points and I wouldn't thin…

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