Morning sessions
Tuesday, April 23 at 9:00 AM
Preparing for your day as a collector: Master the dashboard worksheet to enhance your daily collector tasks.
- Outcomes: Identify priority data on the dashboard and complete assigned worksheet items using Billtrust Collections software.
Dashboard and reporting starting and closing the day: Harness the power of Billtrust Collections dashboard and standard reports. Explore how collectors and managers utilize the dashboard and reports to kickstart or conclude the day.
- Outcomes: Configure the dashboard to set up, run, and analyze basic and dynamic reports.
Procedure management: Learn to set up and modify procedures in Billtrust Collections
- Outcomes: Develop payment plans for delinquent customers, create or modify procedures, and update procedures’ to suit the needs of you and your customers.
Tuesday, April 23 at 9:00 AM
Managing users in the Billtrust platform: Learn to manage your admin users in the Billtrust platform across multiple product lines.
- Outcomes: Set up employee accounts, adjust permissions for different Billtrust applications, review settings for your Billtrust products.
Empower buyer success with eInvoice Connect
- Outcomes: Streamline buyer enrollment in batches, expertly enroll buyers individually, enable self-enrollment for buyers, and navigate eInvoice Connect as a proficient user.
Level up with the latest in payment excellence!
- Outcomes: Master ACH and credit card payment authorization, save payment methods for future transactions, schedule payments, manage surcharging inclusion and exclusion lists, and activate surcharging with automatic payments.
Also offered as an afternoon session.
Afternoon sessions
Tuesday, April 23 at 1:00 PM
Managing users in the Billtrust platform: Learn to manage your admin users in the Billtrust platform across multiple product lines.
- Outcomes: Set up employee accounts, adjust permissions for different Billtrust applications, review settings for your Billtrust products.
Empower buyer success with eInvoice Connect
- Outcomes: Streamline buyer enrollment in batches, expertly enroll buyers individually, enable self-enrollment for buyers, and navigate eInvoice Connect as a proficient user.
Level up with the latest in payment excellence!
- Outcomes: Master ACH and credit card payment authorization, save payment methods for future transactions, schedule payments, manage surcharging inclusion and exclusion lists, and activate surcharging with automatic payments.
Also offered as a morning session.
Tuesday, April 23 at 1:00 PM
Introduction to Cash Application
Discover Cash Application's value as you recall core functions, review terms, identify data input jobs, review common queues, and navigate the workspace.
- Outcomes: Describe core system function, navigate the workspace and gain hands-on lab experience.
Unlock the intricacies of Cash Application's correlation review
Explore the tools designed to resolve exceptions, match payments and remittances, and create envelopes for streamlined processes.
- Outcomes: Cloning and uploading remits, staging or deleting remits and payments, and hands-on practice with correlation functionality.
Common tools for Cash Application: Resolve issues in match assist and match review queues using common tools.
- Outcomes: Review page layout, apply payments with missing details, resolve payment-only exceptions, and do hands-on exercises.
Templating proficiency: Dive into templating for efficient information extraction from remittances with various layouts.
- Outcomes: Review layout, template single and multi-page remittances, and hands-on templating.
Reporting on performance: Unlock the key to effective cash application process performance with hands-on skills.
- Outcomes: Generate dynamic team performance reports, optimize system efficiency through performance reports, and conduct auditing through reporting.
Final Cash Application Lab: Collaboratively tackle tasks and scenarios in Billtrust Cash Application.
