FREE OFFICE PROCEDURES ASSESSMENT TOOLS

The assessment tool is designed for you to assess your systems and procedures in your business that specifically relate to the successful management of the debtor’s ledger and reduce the risk of uncontrollable customer debt.

Each topic has a series of questions and additional information

Debtor’s Ledger Management Office Procedures Assessment

Topics covered:

 

  • Cost of running a ledger   *   Terms of trade   *   Customer Credit   
  • Credit limits   *   Complaints   *   Office procedures
  • Currency of the Ledger   *   Condition of the ledger   *   Reports
  • Overdue actions   *   Debt collection   *   Ledger manager
  • Staff training   *   Meetings   *   Policies and procedures
  • Government laws and regulations that cover debt collection activities

Effective Debt Collection Strategies Office Procedures Assessment

Topics covered:

 

  • Cost of running a ledger   *   Terms of trade   *   Complaints
  • Office procedures   *   Condition of the ledger   *   Reports
  • Debt collection   *   Staff training   *   Meetings
  • Government laws and regulations that cover debt collection activities