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Kuhlekt

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…
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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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Dunning – Setup – Account

The fields are maintained in the account’s dunning setup (refer also to the user guide for more details).   Exclude from dunning Set to ‘Yes’ or ‘No’ Procedure Select the dunning procedure to use Dunning group Enter a dunning group Auto approval If set to “Yes”, dunning records will be…
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Disputes – Menu

Disputes shows all the disputes for the region. Disputes to-do shows all the outstanding dispute steps for all regions. There is a tab to select either just your own outstanding dispute steps, or all outstanding dispute steps. There is a second tab to select a particular action, or all actions.…
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Disputes – (DOA) Delegation of Authority

Each user has a ‘DOA amount’, and a ‘Next level approver’, i.e., for user ‘Fred’ Name:                         Fred DOA amount:              1000.00 Next level approver:    Bert   This data forms the DOA hierarchy. Only the Administrator can edit the details. Simply click on a user to edit their details. There are some…
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Disputes – Overview

The disputes system is run by the users. The only administrative activity is in setting up the DOA hierarchy. Kuhlekt has a built-in dispute resolution process, which is used to resolve customer issues. A dispute is created from an account’s ‘Disputes’ section. The details of the dispute are stored in…
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