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Accounts – Disputes

Path: Account->Communications->Disputes The disputes section shows the disputes for the account. You can click on the ‘Title’ of a dispute to view the details. Depending on your ‘Dispute permissions’, you can create, edit or delete a dispute.
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Accounts –Dunning

Path: Account->Communications->Dunning The first part of the dunning section shows the account’s dunning details. From here you can edit the details. Exclude from dunning: Set to ‘Yes’ or ‘No’, to determine if the account is excluded from dunning. Procedure: Select the dunning procedure to be used for the account. You…
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Accounts – Statements

Path: Account->Communications->Statements The first part of the statements section shows the account’s statement details. From here you can edit the details. Action: This can be set to ‘None’, ‘Email’, or ‘Post’ Statement group: This is used for grouping accounts for a statement batch. Email: Is where you setup what email…
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Accounts – Provisioning

Path: Account->Provisioning Your manager will have setup the rules for provisioning for each region. The rules define that when a particular aged balance exceeds a threshold, then that amount must be provisioned. The amount is provisioned by allocating it to; Credit, Collectable, Doubtful, or Bad. The ‘Provisioning amount’ is shown…
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Accounts – Timeline – SMS – inbound

Path: Account->Open Items->Timeline The system also allows for inbound SMS from customers. When the customer replies to an SMS, and the SMS is received, the system looks for an account that sent an SMS to the number received, and if an account is found, the system automatically matches the incoming…
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