Carixa_Company_Desktop

Carixa My Company Desktop

Fast problem resolution, accountability, and visibility

Carixa has customizable Management Dashboards with KPI’s to help manage your global or company credit and receivable operations, configured according to your user-role –  CFO, Credit Manager, or individual contributor. Tracking and trending cash collections, past dues, deduction resolution, and collector performance are only a few of the configurations.  All dashboards and reports are also one-click exportable so you can add them to your monthly management reports.

Receivables View

Drill down to customer, category, associate, or detail

Workflows

Driven by issue category, customer, size, and company priorities.

Action Push

Issue owners alerted to significant new deductions, disputes, and payment problems.

Partner Desktop

Push and track problems to business partners, brokers, warehouses, etc.

Collections VIew

Analyze cash flow performance by enterprise, unit or associate.

Priorities

Work queues according to priorities and rules, nothing overlooked.

Auto-Cash Status

Cash receipts summaries by day or period.

Cash Forecast Flash

Expected cash for major customers, from their vendor portals.

Deductions View

Analyze, process and act to recover deductions set by company priorities.

Root Causes View

Uncover deduction root causes, recoveries, customer abuse.

Escalations

Problems and exceptions escalated to supervisors without delay.

Monthly Reporting 

Management reporting packages are automatic.

The My Company Desktop is driven by workflows that engage team members throughout the extended organization including Credit, Collections, Deductions, Customer Service, Sales, Shipping,  Receiving and your outsource and service partners. This assures prompt problem resolution, provides accountability, and gives visibility to all constituents.

Workflows can be configured based on customer, issue type, amount and channeled to the responsible parties. The old methods of chain emails to capture supporting documentation and approvals are a recipe for confusion and delay.

Ready to find out more?

Drop us a line today to arrange a no-obligation review!