Course Schedule

Best Practices in Managing & Organising Accounts Receivable

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Code Course Title Venue Date Fees Join Now
FI08 Best Practices in Managing & Organising Accounts Receivable Dubai - UAE, 20190217 17 - 21 Feb 2019 $3,750 Register
FI08 Best Practices in Managing & Organising Accounts Receivable Tbilisi – Georgia, 20190805 05 - 09 Aug 2019 $4,750 Register
FI08 Best Practices in Managing & Organising Accounts Receivable Dubai - UAE, 20191215 15 - 19 Dec 2019 $3,750 Register


Efficient management of accounts receivable provides the organisation with a strong sense of where they stand against industry leaders and shows them how to take their services and organisational processes to state of the art levels. Better control of receivables is one of the best ways to improve cash flow, working capital, reduce debt and costs, results in ahead of the competition.

Accounts Receivable training course provides you with all the knowledge of accounts receivable, and the professional tools to get your people on the same page and standardise procedures and problem-solving in this area. The participant will gain in-depth knowledge of cash flow, working capital, debt management. Best practices collection tools and techniques and meaningful KPI’s also covered in the course. Cross training with employees is especially effective with accounts receivable training courses.


By attending this Best Practices in Managing & Organising Accounts Receivable training course, delegates will be able to:

  • Work effectively with the fundamentals of accounts receivable
  • Manage cash and working capital to reduce costs and improve cash flow
  • Accounting and working capital optimisation
  • Understand and apply the fundamentals of Accounts Receivable systems
  • Have practical steps that reduce bad debt losses and “uncollectible” debtors
  • Review collection methods and cash management
  • Analyse the need to incorporate risk and uncertainty into accounts receivable analysis
  • Identify best practice across all industries


This PROMISE Best Practices in Managing & Organising Accounts Receivable training course suitable for a wide range of professionals includes:

  • Finance Executives and Professionals
  • Accountants
  • Accounts Receivable Managers
  • Accounts Receivable Supervisors
  • Accounts Receivable Personnel
  • Others who are working within accounts receivable process or who wish to develop a practical toolkit to complement their existing professional or technical skills


The practical and results-oriented Managing & Organizing Accounts Receivable training course is based on adult learning concept. It incorporates short inspiring lectures with captivating PowerPoint slides; videos to enhance learning; ongoing discussions with action planning; ample time for Q&A; training activities to reinforce key concepts within a fun learning environment.

Pre & Post course assessments will be used to measure the effectiveness of this training and measure the skill and ability of participants.


DAY 1 - An introduction to Accounts Receivable

  • KeyTopics:
    • The Role of Accounting
    • The Fundamental Equation of Accounting
    • Working Capital and Cash Management
    • Understanding “the cost of credit”
    • Understanding “risk” in “credit”
    • Accounts Receivable and effective customer service
    • Identifying underperforming areas to increase customer satisfaction

DAY 2 - Use Payment Methods and Strategies

  • KeyTopics:
    • Types of payments
    • Types of difficult customers?
    • Collection Policy & Right attitude
    • Qualities & Attributes that can make you a Professional Collector
    • Key Activities & Responsibilities of a Collector
    • Strategy & Implementing the Collection Program

DAY 3 - Effective Strategies to Maximise Cash Collection

  • KeyTopics:
    • Customer sensitive collection strategies
    • Collection techniques and letter cycles
    • Appropriate internal and external escalation steps
    • Using workflow management to maximise collector performance
    • Coping with Stress & Pressures experienced by the Collector
    • Compliance requirements.
    • Managing your time/ Prioritizing
    • Video clippings of Good/ Bad call
    • Role-Plays of entire Call

DAY 4 - Best Practices of Collection Tools and Techniques

  • KeyTopics:
    • Eliminating barriers to payment
    • Online payment portal
    • Recognising excuses and delaying tactics
    • Providing solutions to non-payment
    • Telephone collection techniques
    • Negotiation skills for successful collections
    • Building relationships with customers

DAY 5 - Track your Accounts Receivable KPIs

  • KeyTopics:
    • Developing effective internal relationships to maximize performance
    • Setting targets and tracking performance
    • Analyzing your collection effectiveness
    • Defining meaningful KPI’s
    • Latest Developments in Accounts Receivable

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