To see the collections information, a user must meet the ALLACCOUNTINGVIEW security context. This context initially requires a security level of 5 or higher but it can be changed on the Security tab in the main setup.
Make sure that you have a Collections department in Chronicle: Go to the main setup and on the Departments tab, make sure that there is a collections department. The Department Name doesn't matter (though we suggested the name Collections); the only thing that matters is that the Department Type is Collections. Make sure that multiple departments don't use Collections for the Department Type; there should be only one Collections department.
The need for this department is so that the Collections Manager will work properly. This department is not added to job files.
Collections Department Activities
Set Up Collections Activities: In the Departments tab, select the Collections department and go to the Activities tab. Make sure that the list of activities reflects the primary steps that a problem collections job could go through. For example, what do you do first, second, third when working towards getting payment in full. The purpose of numbering these activities is so that in the Collections Manager they will display in the order you want them too. This will keep your collections process on track. The list will typically look like this:
Setting these activities up will let you use them to flag invoices in the Collections Manager so you know what stage of the collections process they are in.
Please sign in to leave a comment.