James Mallory Bio

James Mallory

James Mallory is Director of Marketing for e2b teknologies, an enterprise business application provider. Career experience includes journalism, public relations, product marketing, product management, and channel management with success using traditional marketing and new inbound marketing strategies such as search engine optimization (SEO), social media, calls to action. James has authored and published hundreds of articles, white papers, videos, and webinars published in major consumer and business trade media. James specializes in premise and cloud SaaS business applications for supply chain management, accounts receivable credit and collections, business to business ecommerce, enterprise resource planning (ERP), and customer relationship management (CRM).

He is a former board member for the APICS Cleveland Chapter and volunteers with Little League Baseball and the Boy Scouts of America. James enjoys hiking, camping, bicycling, and spending time with his family. A right-leaning Libertarian Quaker, he is passionate in life and love, and believes in doing the right thing to make the world a better place for everyone he touches in life. You can find him on Google+ and LinkedIn.

Jeanne Lee Bio


Jeanne Lee is a Marketing Communications Specialist for e2b teknologies, an enterprise business application provider. Jeanne is dedicated to inbound marketing and creating quality content that entertains and educates. Jeanne has written numerous articles on topics including cloud business applications, supply chain management, accounts receivable credit and collections, B2B ecommerce, enterprise resource planning (ERP), and customer relationship management (CRM).

You can connect with Jeanne on Google+ and LinkedIn

by Jeanne Lee

New Features for Anytime Collect Credit and Collections Managament Software Announced

Chardon, Ohio, July 30, 2013e2b anytime apps, a division of e2b teknologies, recently announced the latest release of its Anytime Collect accounts receivable credit and collections management software with new features to help businesses manage cash applications and customer account assignment to credit and collections representatives.

“A number of our larger customers have been asking for more information within Anytime Collect for cash applications made within their ERP accounting software,” said Anytime Collect Product Manager Darlene Hetman. “This release includes more information about the cash application so users can clearly see the effects of cash applications and credit memos applied to specific invoices.” Continue reading

Collecting Accounts Receivable Tip: Score Customers Using Cost of Credit

When Collecting Accounts Receivable, Scoring customers is important because it helps managers focus on accounts that need more attention and can have a direct and immediate impact on reducing receivables. There are many ways to score and rank customers using financial data and industry formulas. Some companies look simply for the account with the oldest aging while others use more common calculations like Days Sales Outstanding (DSO) to determine which accounts to call first. Continue reading

Centralizing Data & Communication Procedures for Improved Cash Flow


Centralized data storage and communications is vital to any team. For example, effective sales teams utilize customer relationship management (CRM) applications to document communications and notes related to sales opportunities so that other team members can review this vital information. It’s common in sales to hand-off sales opportunities from marketing to inside sales to outside sales. Once the sales closes, information related to the new customer is then useful for assigned account managers. Continue reading

Accounts Receivable Management Tips: Managing Your Resources

Accounts Receivable Management Tips: Managing Your Resources

Credit managers need to effectively manage their teams. The first step for proper accounts receivable management is to identify which resources are available and how much time they spend on credit and collections activities as some employees have multiple roles and only spend a small portion of their day working on credit and collections. For example, it is common to have an accounts payable clerk working on collections. Some companies also utilize office managers for collections calls or escalate specific tasks to the company controller or chief financial officer (such as resolving disputes, extending credit terms, etc.) Continue reading

e2b teknologies to Exhibit Cloud Business Applications for Sage ERP at Sage Summit 2013


Chardon, Ohio, July 22, 2013- Today, e2b teknologies, a Sage Software partner and developer of cloud business applications, announces that the company will exhibit the e2b anytime apps product line this week in booth #1155 at Sage Summit 2013. The annual conference for Sage customers and partners will be held July 21-26 at the Gaylord National Resort and Conference Center in Washington, DC. Continue reading

Anytime Supply Chain Software: Scheduled MRP Generation

Anytime Supply Chain Software: Scheduled MRP Generation 

Do you really want to manually generate your MRP or DRP plan? Why not setup the supply chain planning software parameters and let the system do the work for you?Scheduled MRP Generation can help your planners speed up their process and work more efficiently. Continue reading

Defining Your Accounts Receivable Dispute Resolution Procedures

Defining your accounts receivable dispute resolution procedures


It doesn’t matter whether you sell products or services; any company that bills customers inevitably has to deal with an Accounts Receivable Dispute.  Disputes may be legitimate (wrong product delivered, incorrect service rate charged, etc.) or it can be a disagreement that requires extensive communications to resolve. Mismanagement of your Accounts Receivable Dispute can significantly affect business relationships and may jeopardize open, pending, and future orders. Continue reading

MRP Generation Software Options in Anytime Supply Chain

MRP Generation and MRP/DRP planning is not a straight-forward process in any business. Having worked with manufacturers and wholesale distributors for the past 20 years, we have found that everyone has a different need and uses the warehouse planning software differently depending on their specific industry, business, and supply chain needs – not to mention personal preference.

As such, software designed to help you with the management of inventory will provide planners with ample flexibility to establish a DRP and MRP planning process that is easy to follow for their particular needs. Continue reading

Book Review: Telephone Collection Call Scripts & How To Respond to Excuses by Michelle Dunn


I recently read Telephone Collection Call Scripts & How To Respond to Excuses by Michelle Dunn. This eBook offers tips to effectively manage collections in both business to business (B2B) and business to consumer (B2C) environments.

The book was short and easy to understand. I can see how this book would help just about any company to be more effective in their credit and collections activities. As the author states – the goal is to make collection calls easier, less scary, shorter, and more effective. Continue reading

Documenting Accounts Receivable Management Activities

Much like sales notes in a CRM system, Accounts Receivable Management activities should be well documented in a centralized location or database. Companies need to ensure that phone conversations, emails, disputes, account notes, and other important data is documented and available to authorized employees.

Small companies may be able to leverage memos or note features in their existing accounting system for very basic record keeping. Other company may document activities using other databases or applications. Continue reading

Understanding MRP Software Leveling with Warehouse Transfer Order Software

MRP software can be very complicated as-is with a multi-level bill of material. However, this can be a nightmare for planners in environments where items are transferred between warehouses. Consider a common scenario where a main stocking warehouse for purchased raw materials is used to fulfill (via transfer orders) shop floor stocking locations (warehouses) for manufacturing work orders. Then consider that demand on the finished goods (sales fulfillment or shipping warehouse) can create demand on the manufacturing warehouse location.This can be even worse in larger companies that operate dozens of distribution centers or companies that utilize third party warehousing providers. Continue reading

Business-to-Business eCommerce VS. Business-to-Consumer eCommerce: What’s The difference?

There are many similarities between Business-to-Business eCommerce and Business-to-Consumer storefront software. In fact, the similarities are growing as more Business-to-Business eCommerce providers integrate sales and marketing strategies common in the consumer commerce world. However, there are still some key differences between business to consumer ecommerce and Business-to-Business eCommerce that companies must understand when evaluating ecommerce storefront applications. Continue reading

How to standardize credit and collections communications

One of the easiest things that credit departments can do to improve business processes is to standardize credit and collections communications. This can be accomplished through development of call scripts, template credit and collection letters, and documented corporate answers to common customer questions. Continue reading