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Get in Touch

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Accounts – Aged balances

Path: Account->details This part shows the ‘Aged balances’ for the account. If the account is part of a group, then the total ‘Aged balances’ are shown for the group, along with a count of how many accounts are in the group. You can click on ‘Group’ to see all the…
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To-Do

There are 6 ‘To-do’ lists under the ‘To-do’ menu. Suggested Activities Provisioning Dunning pending Legal notes Unread email and SMS These lists show the ‘open’ activities for accounts assigned to you (as well as items escalated to you) for all of your regions. The items in the list are sorted…
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Data Load – Performing a data load.

To start the upload process. Select the region(s) to be Select the Data load type – ‘Account’ or ‘Open item’. Select the Mapping – ‘Column headings define field names’, or a custom For ‘Open item’ data load, select the ‘History date’. Select the file to be uploaded by clicking on…
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Data Load – Data formats

The data can be ‘Column headings define field names’ format or a ‘custom mapping’ format. Custom headings define field names. The data needs to be formatted as follows. The first row is a column heading row, which determines which fields are being uploaded The first column heading must be ‘account_number’,…
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