Credit Hound Alerts

Credit Hound Alerts

Are you looking for a solution to automate Credit Hound alerts to improve your credit management processes and remove the risk of relying on employees to monitor and report on potential issues? Or are you looking to reduce aged debtor times, strengthen cash flow and dynamically inform your sales team when a key customer account has been placed on hold within your accounting system?

Codeless Platforms’ Credit Hound Alerts solution provides Credit Hound users with fully configured alerting tasks for credit limits, account on stop, disputes, transactions and chasing notes. The Credit Hound Alerts solution will enable you to dynamically identify potential problems before they eat away at your profits, remove repetitive reporting tasks, and will allow you to concentrate on growing your business.

Credit Hound Alerts Brochure

The Credit Hound Alerts solution provides Credit Hound users with fully configured alerting tasks for credit limits, account on stop, transactions and chasing notes.

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Credit Hound Alerts Scenarios and Benefits

Adding automated Credit Hound alerting capabilities to your business systems will reduce company exposure to financial risk, enhance employee performance and will help you to take full control over credit control management.

Credit Hound Alerts include:

• New customer has been synchronised into Credit Hound: Get notified as soon as new customers have been synchronised to Credit Hound, making users aware in case they need adding to a group or category
• Customer On Stop: Get alerted if a customer has been put 'On Stop' in your accounting system or in Credit Hound
• Customers over credit limits: Receive a new notification if a customer has exceeded their credit limit, thus enabling Credit Hound users to take necessary action quickly if required
• Credit Hound Notes: Catering for four different Credit Hound types, including:
1. A new transaction note created by another Credit Hound user: Get notified if another Credit Hound user creates a new transaction note
2. A new dispute note created by another Credit Hound user: Get notified if another Credit Hound user creates a new dispute
3. A new call back note created by another Credit Hound user: Receive a new alert when another Credit Hound user creates a new call back note
4. A new automated chasing note created by another Credit Hound user: Get a new notification if new automated notes generated Credit Hound’s rules and actions, or manual chasing if they been created by another Credit Hound user
• Payments have been made for outstanding transactions that completed 'To-Do' items: Become aware when payments for a transaction are made, that a Credit Hound user had a diary reminder for
• A new task has been assigned to me: Get notified of all the 'To-Do' items that have been assigned to a specific user
• Transactions over 'x' days old have not been chased in the last 'n' days: Get alerted if any outstanding transactions have not been chased for a number of days. For example, if transactions over 30 days old haven’t been chased in the last 7 days
• A transaction has been in dispute for over 'x' days old: Get notified if outstanding transactions have been in dispute for a number of days
• A new category has been created: Specified users (e.g., a manager) will be notified if a new category has been created in Credit Hound
• Summary of when rules were run: Become informed when the rules and actions configured in Credit Hound were last run
• Account notes added: Get a new notification of account notes added to a Credit Hound account by a user
• Change default contact for a customer: Be alerted if a default contact of a customer has been changed

Codeless Platforms' Credit Hound Alerts pack provides Credit Hound users with a complete pack of alerting tasks to help take full control over credit control management and is compatible with primary accounting and ERP systems such as:

• Sage 50 / 200 / 1000 / Intacct / X3/ 300 / 100
• SAP Business One / SAP Business ByDesign
• Microsoft Dynamics NAV / AX / GP
• Microsoft Dynamics 365 Business Central
• SYSPRO
• Epicor
• Access Dimensions
• And many more

Please contact us for latest compatibility.

Commercial benefits of automating Credit Hound alerts include:

• Streamlined credit control management processes
• Ability to quickly identify and escalate potential financial risks for resolution
• Improved employee productivity
• Monitor and enforce business rules and procedures
• Reduced operational costs and data entry errors
• Removal of company reliance on employees to spot commercial issues