Using the Collections Window Feature

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Using the Collections Window Feature

Accounts

Navigate to the landing page (or select Home in the top left) to view the Collections Window.

Navigate between My Accounts, All Accounts and Unassigned Accounts to view accounts in collections:

  • My Accounts - Shows accounts assigned to you, the collections agent.
  • All Accounts - Shows all accounts that meet the parameters of an account in collections, regardless of collections agent.
  • Unassigned Accounts - Shows all accounts in collections that have not been assigned to a collections agent.

Manage Accounts

  1. Click on an account name to view details of the account. Account information is visible to all agents.

    collect_cw_home_1.png
    The account page displays the balance information, responsible agent, contact information, the last 5 invoices and payments, and any notes made to the account.
    collect_cw_account.png

  2. Click Change Owner and select an agent from the list to assign the account to the agent.

    collect_cw_assign.png

  3. Enable the Account Status box that best represents the current status of the account. Click Update when you are done.
    All accounts that are in collections will have the ‘In Collections’ status enabled.

  4. Enter comments regarding the particular account to keep other agents informed of account transactions.
    You can add or reply to comments, or mention a particular user in comments. Comments cannot be edited or deleted by design. All comments or comments of a selected account can be exported in the Notes feature. See Using the Notes Feature for details.

    collect_cw_comments.png

Manage Collection Tasks

  1. On the home page of Collections Window, scroll down to the Collections Tasks section.

    All workflows that contain a manual task awaiting approval will be populated.

  2. Navigate between My Collection Tasks and All Collection Tasks to view tasks awaiting approval.

    • My Collection Tasks - Shows all tasks assigned to you, the collections agent (this is specific to the credentials that were used to sign in).
    • All Collection Tasks - Show all outstanding collections tasks awaiting approval.
  3. Click Pending to approve or decline a task.

    Window_Using_6.png

    The task information dialog box opens:

    Window_Using_7.png

    Information displayed in the dialog box will vary depending on information obtained from the workflow.

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