Kuhlekt

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…

Dunning – Access

The dunning menu is available to all users Only a ‘Collector Manager’ or ‘Administrator’ can set up the dunning and run dunning batches.

Dunning – Setup – Procedures

Navigate to the Dashboard at Communications-> Dunning->Dunning Setup->Dunning You setup dunning procedures for each region. You then allocate a dunning procedure to an account Dunning – Setup – Account   Each procedure has the following fields.   Region Region Procedure Procedure name Description Procedure description, reference only Grace period Additional…

Dunning – Setup – Procedure levels

Each procedure has a few levels. The key to the level is the days in arrears. At each level you specify what action you want to take. The procedure level has the follow fields.   Days in arrears The days in arears for an open item to qualify for this…

Dunning – Overview

The dunning system looks at each account, one at a time, starting from the highest balance and working down. For each account, the system determines if the account qualifies to go to the next dunning level. It does this by looking at the account’s dunning setup, the dunning procedure, the…
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