Workflows in Debtor Daddy are the foundation for achieving a consistent, ‘best practice’ AR process. Once your workflows are set up, your monthly process is 10x easier to run.
In this guide, you’ll learn how to:
- Understand workflows in Debtor Daddy and how to use them.
- Create your own workflows so you can achieve a consistent AR process that meets your cash flow, customer-service and productivity objectives.
- Prepare for a Workflow Design Session with your Debtor Daddy AR Specialist.