COURSE OUTLINE:

COURSE: Credit Control Management This course aims to equip existing Credit Controllers to be empowered to attain maximum results in the process of Credit Control. TIMES: 09:00 - 16:00 DURATION: 2 Days VENUE: AccTech Academy : Centurion COURSE TYPE: Facilitator lead, hands on sessions GROUP SIZE: Grouped according to skill level COURSE DOCUMENTATION: Course Notes User Competency Assessment Certificate of competence TARGET AUDIENCE: This course is designed for a person who has an accounting background and is responsible for the credit control function in their organisation. PREREQUISITES: An understanding of the Fundamentals of Accounting. INCLUSIONS: Light Lunch and refreshments COST PER DELEGATE: (Group Max = 10) Group of 5:    ZAR 3000.00p/p FOR BOOKINGS: Contact Elmien Diedericks or Ronlee Amien training@acctech.biz HIGH LEVEL COURSE OUTLINE: Guidelines to effective Credit Control Credit Control Objectives Age Analysis Know your products/services/Company Credit Policy - Opening of New Accounts Know your customers & their products Collection Strategy - Major and Minor accounts Minor accounts - Correspondence Collection Why Correspondence Collection? How the Correspondence Collection process works Benefits of Correspondence Collection Major Accounts - Pro-active collection Customer Information Document - Planning & preparation The Phone Call - speak to your Debtor Records for documenting and controlling the collection process COD Accounts Overall Credit Control approach Benefits of Pro-Active collection Debtors Queries Cost of a Query Logical approach to resolving queries. Eliminating root causes of queries Query Form Increase good customer service Query Reporting within the organisation Benefits of a Query Resolution System Legal Collections How the legal process works Why you should do your own Legal collections How to do Legal Collections Benefits of doing your own Legal Collections % Returns on the various Legal Steps Records for documenting and controlling the collection process of Major Customers Control Reporting - Activity Reports Monitoring Reporting - Results reports Accounting ramifications of Sales, Journals and Credit Notes General Ledger accounting - for Sales/Debtors - T Accounts Debtors Control Account Balancing Relevance and how it work Bank Reconciliation Relevance and how it works Summary Summary of Effective Credit Control Ultimate Credit Control Best Operating Practice (BOP) for Credit Control/Management For more information please contact Elmien at our Centurion office +27 (12) 664 0200 or contact Ronlee at our Rivonia office +27 (11) 803 7327.

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