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Dunning – Re-run – Manual Batches

You can re-run an open dunning batch, which will delete and re-create the pending dunning records. Approved dunning records will not be Re-run in this process. You may want to ‘tweak’ the dunning procedure, or the dunning letter template, and re-run the dunning batch with the new details.   Select…

Dunning – Run – Single Account Manual

You can run a single dunning for an account Navigate to the account, click on the Dunning tab the click on “Run dunning for this account” Select the level of dunning to be the next step, you may want to evoke a final demand because of payment performance issues. The…

Dunning – Run – Manual Batches

Select the region Click on ‘Create new batch’, which takes you to the ‘Create new batch’ page From the ‘Create new batch’ Enter the Process date Select ‘Yes’ or ‘No’ for ‘All dunning groups’, If you selected ‘No’, then select the dunning groups to be included in the new dunning…

Dunning – Run – Manual Batches Overview

The dunning batches have the following cycle. Create a new batch (Batch status ‘Open’) Optionally re-run the open batch (Batch status ‘Open’) Optionally cancel the open batch Close the open batch (Batch status ‘Closed’) You can only create a new batch when the previous batch is closed

Region – Suggested – How suggested score works

A suggested score is calculated for all accounts that are not on any other ‘to-do’ list. The ‘To-do Suggested’ is a list of accounts, with the highest scoring accounts at the top. By doing this, it gives the collectors a focus on which accounts to work on, after they have…

Metrics – Setup

Path: Metrics -> Metrics Setup To setup a metric select create and complete each of the requirements, ensuring the naming is important to convey the measured item. Metrics can be shared to other regions within the company by clicking on “copy” in the menu you will be taken to a…
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