Advanced Finance Management
Current account, cash, bank, loan, POS, company credit card, payment, cheque and note management.
Financial Services
Factoring ManagementTrack factoring transactions by invoice, cheque and promissory note
Factoring Management brings the invoices, cheques and promissory notes subject to factoring transactions, pledges and guarantees, quotations, payment plans and contracts together in a single module.
Simplifies the tracking of cheques and promissory notes, the management of invoice lists and the submission of documents to factoring.
Which challenges does Factoring Management address?
- Documents sent to factoring and the payment plan are tracked separately.
- Comparing factoring quotations takes time.
- Contract and guarantee information is scattered.
Key features
The 7 features in Factoring Management and the packages each one is offered in.
- InvoicesIncluded in all packages
- ChequesIncluded in all packages
- Promissory NotesIncluded in all packages
- Pledges and GuaranteesIncluded in all packages
- QuotationsIncluded in all packages
- Payment PlanIncluded in all packages
- ContractsIncluded in all packages
Comparison by package
"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.
| Feature | Micro Business | Small Business | Mid-sized Business | Large Business | Corporate | Enterprise | Tailored |
|---|---|---|---|---|---|---|---|
| Invoices | Included | Included | Included | Included | Included | Included | Included |
| Cheques | Included | Included | Included | Included | Included | Included | Included |
| Promissory Notes | Included | Included | Included | Included | Included | Included | Included |
| Pledges and Guarantees | Included | Included | Included | Included | Included | Included | Included |
| Quotations | Included | Included | Included | Included | Included | Included | Included |
| Payment Plan | Included | Included | Included | Included | Included | Included | Included |
| Contracts | Included | Included | Included | Included | Included | Included | Included |
Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.
Factoring Management: frequently asked questions
Which packages include Factoring Management?
Factoring Management is included in every ERP and ABM package. See the comparison table on this page for package-level details.
Which modules is Factoring Management used with?
Factoring Management runs on the same platform as these modules: Advanced Finance Management, Leasing Management, Risk Management.
How do I request a demo of Factoring Management?
Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.
See Factoring Management in a live demo
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.