Payment Management Software Features: Organizational Hierarchy

Payment Management Software Features: Organizational Hierarchy

Nobody’s perfect. Human error should be an expected occurrence in any organization. Sometimes, though, that error can cost your company money, time and resources to correct. That’s why managers and business owners are turning to payment management software to help keep things organized.

PDCflow’s organizational hierarchy keeps consumer payment details in order and allows company administration to control staff access to sensitive information.

Organizational Hierarchy and Payment Management

Placing items in a hierarchy means to separate groups by level of authority, like the structure of management and staff within a company. In the case of payment collection software, accounts receivable teams can use hierarchy structures to:

  • Manage multiple merchant accounts
  • Separate transactions by group or location
  • Designate account access controls for staff members

Is PDCflow’s Organizational Hierarchy Right For You?

Companies buy software tools to make work easier. Unfortunately, daily tasks can get in the way of becoming familiar with all of the workflow tools, automation solutions and administrative functionality available in your payment management software.

However, finding time to properly set up your administrative controls will be worth the investment. Here are a few components of PDCflow’s organizational hierarchy that may help you organize and manage access to payment processing and communication workflows.

Multiple Merchant Accounts
Accounts receivable businesses like debt collection agencies, medical billing offices, extended business offices, and healthcare systems often use multiple merchant accounts (or depository accounts). If your company requires more than one depository account to keep funds separately organized based on payment origin or organization structure, applying an organizational hierarchy can help.

Multiple Groups or Locations

Even companies that only need one merchant account may have multiple groups or physical locations to keep track of. Using PDCflow’s organizational hierarchy options will make it easier for cashiers to access the appropriate payments and communication workflows.

For example, setting up Company, Group, and Location hierarchy levels would make it possible for your organization to lock down which FLOW templates your employees can view and send to customers.

Administrators can also lock down payment portals based on location or group, so online payments are organized and can be easily reconciled to the correct designation.

PDCflow Payment Portal Templates Chart

Separate Departments

Does your organization have information that should only be accessed by staff within specific departments? Restricting access based upon Department decreases the risk of human error by allowing you to limit who has access to sensitive or personal information or workflows.

Department settings also make life simpler for your staff. Removing workflows or payment information from their view makes their work easier—with less clutter, they’ll be able to find the right FLOW templates and take consumer payments faster.

CASE STUDY ASSISTENTCY LLC Increased Payments, Better Customer Experience

Everyone within your organization can experience the benefits of organizational hierarchy, from the front-line staff to upper management and ownership. Simplified transaction management within your payment management software:

  • Offers greater control at the management level of the information employees have access to.
  • Eliminates the risk of information misuse and human error by controlling what employees can and cannot see.
  • Simplifies agent training and saves time by decreasing the amount of (unnecessary) information they have access to.
  • Increases productivity by offering a simple, modern interface that contains the correct payment workflows for each employee.

How Quickly Can You Implement?

PDCflow’s Customer Success and account specialists are always available to discuss our software offerings. For existing admin level customers, implementing Organizational Hierarchy settings is as simple as logging into your account. If you need help understanding all of the settings and features available, you can request a training session anytime.

Integration

PDCflow’s open APIs can be utilized to automatically sync payment data to your CRM—and are designed to include organizational hierarchy support too.

Don't be afraid to ask your system of record to add organizational hierarchy functionality via APIs. Many software vendors are willing to explore new integration partnerships like those available with PDCflow.

If you are already a PDCflow customer and want to get more out of your software, contact support. If you're interested in learning more about how our tools can speed up workflows, keep you organized and increase revenue, set up a call with an account executive today.

Set Up a Call With a PDCflow Account Executive
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- ABOUT THE AUTHOR -
Hannah Huerta - PDCflow Marketing Specialist
Hannah Huerta, Marketing Specialist

Hannah Huerta is a Marketing Specialist at PDCflow. She creates content for the accounts receivable and payment industry.

LinkedIn - Hannah Huerta

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