Customer Master File

Master Data File Management Master Class

Course type: Self-study | On-demand

Registration fee: $275 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-3

Technology Requirements: Most updated version

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

New customer welcome letter

Q. We are setting up a new process with our company where we want to send out a welcome letter to our customers to ensure we have received all the correct information from our sales team when we set… Read More

Order-to-Cash Solution Consultant Certificate Program (AOCSC)

Accounts Receivable Solution Consultant Certificate Program (ARSC)

Order-to-Cash Manager Certification (AOCM)

Order-to-Cash Specialist Certification (AOCS)

Accounts Receivable Specialist Certification (ARS)

Accounts Receivable Manager Certification (ARM)

Credit & Collections Master Class: The Customer Master File

Course type: Self-study | On-demand

Registration fee: $275 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-2

Technology Requirements: Most updated version

Comprehensive CMF Management Procedures: Keep All I’s Dotted and T’s Crossed

Having a clear set of written procedures for Customer Master File (CMF) management is a must for ensuring consistency and service quality for both internal and external customers of the