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4.4. Collections

Placing a Single Account into Active Collection

1.    From the Software menu, select Accounts Receivable | Collection | Put into Collection.

2.    Check the Active option under the Put Into Collection heading.  Click on the Search icon adjacent to the Collection Agency field, and assign the agency responsible for the collection.  Click on the Search icon adjacent to the Collection Status field, and select Collection (COLL).

3.    Optionally, the client’s credit code may be changed by clicking on the Search icon adjacent to the New Credit Code field, and making a selection from the drop-down menu.

4.    Uncheck the All box adjacent to the Client field, and enter the client Id number of the account being put into collection.

5.    Click on the Start Process icon, or strike the < Alt + F2> keys.


Removing an Account from Collection

1.    From the Software menu, select Accounts Receivable | Client.  A window entitled Search Engine will appear.

2.    In the Search Engine window, enter the information that pertains to the client which you wish to remove from Collection, and then press <Enter>.

3.    Click on the Credit | Collection subtab of the Client tab.

4.    Select the agency assigned to the collection, and click on the Inactivate icon located at the upper right-hand corner of the screen.   


Selecting Accounts that Qualify for Collection

1.    From the Software menu, select Accounts Receivable | Collection | Put into Collection.

2.    Ensure that the Active option under the Put Into Collection heading is left unchecked.

3.    Under the Selection heading, set the Minimum Age to 90.

4.    Under the Based on heading, select the Invoice Date option.

5.    Click on the Start Process icon, or strike the < Alt + F2> keys.


Running the Collector’s Report

1.    From the Software menu, select Accounts Receivable | Collection | Collector’s Report.

2.    Ensure that the All box adjacent to the Project Id field is unchecked, and that the entry in this field is COLLECTION.  Otherwise, click on the Search icon and select this option in the Project Id window that appears.  Then click the OK button.

3.    Ensure that the All box adjacent to the Task Code field is unchecked, and that the entry in this field is CREDIT CHK.  Otherwise, click on the Search icon and select this option in the Task Code window that appears.  Then click the OK button.

4.    Under the Clients in Collection heading, select the All option.

5.    Click on the Start Process icon, or strike the < Alt + F2> keys.