Your Whole Team.
One View of Every Account.
AR Collect is built for teams. Every team member sees every note, every reminder, every customer interaction. Role-based permissions keep things secure. Shared visibility keeps everyone aligned.
Built for collaboration.
When a customer calls and your accounts manager is out, any team member can pull up the full account history in seconds. Notes, reminders, payment history, promises to pay. Everything is there.
You control who can do what. Team members can be set up as viewers, editors, or administrators depending on their role.
Unlimited user accounts on supported plans
Role-based permissions for team members
Shared customer notes visible to all authorised users
Unified view of reminders, notes, and payment history
Activity log showing who did what and when
Ideal for remote and distributed finance teams
How a 20-person accounting practice manages AR with a distributed team
The solution: AR Collect’s multi-user access with shared notes and communication history gave every team member complete context on every account regardless of which office they were in. Role-based permissions ensured billing staff and partners had the right level of access.
3 offices
Sharing one AR system
100%
Team visibility on all accounts
20 users
On a single workspace
Give your team a single source of truth
Start your 30-day free trial and invite your team today.
Frequently Asked Questions.
Q: How many users can access a single AR Collect account?
The number of users depends on your plan. Most plans include multiple user seats. Enterprise plans support unlimited users. Contact our team or check the pricing page for the current user limits by plan tier.
Q: What is the difference between the user roles in AR Collect?
AR Collect supports role-based permissions. Viewer roles can see all customer data, notes, and reports but cannot make changes. Editor roles can log notes, pause reminders, and update customer information. Administrator roles have full access including configuration, workflow management, and user administration. You can assign roles based on each team member’s responsibilities.
Q: Can I see who on my team logged a specific note or took a specific action?
Yes. Every note, action, and change in AR Collect is attributed to the team member who made it with a timestamp. The activity log gives you a complete audit trail of who did what and when across the entire account.
Q: If a team member leaves, can I remove their access and reassign their accounts?
Yes. Administrators can deactivate users at any time. When a user is deactivated, their access is revoked immediately. Notes and activity logs attributed to them remain in the system for audit purposes. Accounts assigned to them can be reassigned to another team member.
Q: Can team members in different office locations or time zones all use the same AR Collect account?
Yes. AR Collect is fully cloud-based with no geographic restrictions on access. A finance team spread across multiple locations or time zones can all work from the same account with full shared visibility on every customer and invoice.
Q: Is there a way to limit certain team members from seeing financial amounts or specific customer accounts?
Role-based permissions control access at the action level. If you need more granular restrictions, such as limiting specific users to a subset of customer accounts, contact our team to discuss your requirements. Advanced access controls are available on enterprise plans.
Q: Does AR Collect have an activity log that shows everything that happened on an account over time?
Yes. The activity log captures every action across the account including reminders sent, notes logged, workflows triggered, payments detected, and user actions. It is searchable and filterable by date, user, and action type.
Q: How do I start a free trial of AR Collect?
You can start directly through the QuickBooks App Store, the Xero App Marketplace, or at arcollect.net. No credit card required. Setup takes under two minutes and you have full access to every feature for 30 days from the moment you connect your accounting software.
Q: Does the free trial include everything, or are some features locked?
The 30-day free trial is unrestricted. Every feature is available including automated reminder sequences, structured notes, the customer payment portal, real-time reporting, workflow automation, and all accounting software integrations. You are not testing a lite version. You get the full product.
