Run Accounts Receivable Collections Workspace — Free

Members

Yes No N/A

Channels

collections-kickoff

Workspace launch, monthly priorities, and aging review kickoff.

Yes No N/A

daily-collections

Day-to-day updates on outreach, promises to pay, and account follow-ups.

Yes No N/A

disputes-and-escalations

Open invoice disputes, escalation decisions, and cross-functional resolution tracking.

Yes No N/A

write-off-review

Review of write-off candidates, approval status, and accounting coordination.

Yes No N/A

retros-and-improvements

Monthly retrospectives on collections performance, process gaps, and workflow improvements.

Yes No N/A

Check ins

Weekly Monday aging review

Yes No N/A

Weekly Thursday escalation check-in

Yes No N/A

Monthly collections retro

Yes No N/A

Milestones

Aging review completed

Current month aging report validated and prioritized.

Yes No N/A

Top accounts contacted

All high-priority delinquent accounts have documented outreach attempts.

Yes No N/A

Disputes triaged

Open disputes have owners, next steps, and target resolution dates.

Yes No N/A

Write-off recommendations submitted

Eligible write-off candidates have been reviewed and submitted for approval.

Yes No N/A

Task lists

Aging Review and Prioritization

Stage-based review of overdue balances and prioritized follow-up using RICE scoring.

Yes No N/A

Customer Contact Log

Track outreach attempts, promises to pay, and next steps for each account.

Yes No N/A

Dispute Resolution Workflow

Manage invoice disputes from intake through resolution and closure.

Yes No N/A

Escalation and Write-Off Coordination

Coordinate escalations, approval steps, and write-off recommendations for unresolved balances.

Yes No N/A

Hill charts

Monthly collections cycle

Track the major workstreams that move the monthly collections cycle from review to closure.

Yes No N/A

Default apps

Yes No N/A

Integrations

Google Drive

Yes No N/A

Slack

Yes No N/A

ERP / Accounting System

Yes No N/A

Pinned resources

Current Aging Report

Yes No N/A

Collections Playbook and Escalation Matrix

Yes No N/A

Dispute Intake Form

Yes No N/A

Write-Off Approval Checklist

Yes No N/A

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Run: Accounts Receivable Collections Workspace

Members

Channels

Check ins

Milestones

Task lists

Hill charts

Default apps

Integrations

Pinned resources

Get your results