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SUMMARY:Streamlining Receivables: Integrating Payments with your ERP system
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nIn today’s digital environment\, finance and operations professionals working at associations should be looking for ways to optimize their business processes. For associations currently using an Enterprise Resource Planning (ERP) system (such as Sage/Intacct\, Microsoft Dynamics 365\, NetSuite and Oracle)\, there are many ways to maximize their investment in the platform. One key area of opportunity lies in streamlining and consolidating the management of all member and customer receivables. \nMoving beyond siloed departmental approaches\, participants will learn strategies and best practices to integrate receivables and collections operations across membership\, education\, events\, sponsorships\, certifications\, publications\, and other revenue streams. This session shows how an association can use their existing ERP system to centralize invoicing\, payment processing\, and collections efforts\, leading to improved cash flow\, reduced administrative burden\, enhanced data accuracy\, and a holistic view of member financial engagement. \nThis integration enables the association to be able to utilize ERP reporting and analytics tools to gain actionable insights into cash flow\, aging receivables\, and collection effectiveness. \n  \nLearning Objectives: \nIdentify common inefficiencies in the accounts receivable process that can be addressed through payment integration. \nIdentify key functionalities for automation workflows\, including invoice delivery\, payment reminders\, collection processes and more. \nDevelop strategies for integrating and standardizing collection procedures across various departments within the ERP. \nUnderstand how to improve member satisfaction by providing a user-friendly experience for all financial transactions and communications. \nOutline key steps and considerations for evaluating and implementing ERP-integrated payment solutions in an association environment. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/streamlining-receivables-integrating-payments-with-your-erp-system-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98518001878
CATEGORIES:Accounting,Finance,MICROSOFT DYNAMICS,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/10/Fauwaz25.png
ORGANIZER;CN="Fauwaz Hussain":MAILTO:fauwaz.hussain@globalpay.com
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