Report – Legal appointments
Path: Reports -> Legal Appointments Report delivers clear visibility if accounts are passed to legal resources for processing and litigation. Fields are:
Report – Provisioning
Report provides a summary of the accounts provisioned either under the set requirements of the business or because of the debt being impaired and provisions made within the monthly accounting. Refer to Region – > Provisioning for settings. Fields are:
Report – Activities
Path: Reports -> Activities A report detailing the activities assigned to a user of “all” if selected above the report. Records are linked and are identifiable by being bolded, fields re:
Report – Payments
Path: Reports -> Payments Report provides a complete history of payment activities in a region; records can be accessed by clicking on the bolded text. Fields may vary from customer upgrades Fields are:
Report – Open Items
Path: Reports -> Open Items Provides a complete list of all open items that were loaded, the follow are the default columns in the report this can be modified if required displaying fields loaded.
Reports
The following reports are available. Open Items Activities Provisioning Legal appointments Onboarding Cashflow Cashflow Due Cash Flow PTP Cash Flow Predicted Payment Schedule Unallocated Accounts. Misc: Contacts ATB zero balance with open items These reports are region specific. If you have more than one region in your scope, you can…