Difference between revisions of "How do I Deal with Debt Chasing?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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It is possible in Platinum to log any contacts you make when debt chasing, this is useful for yourself or others to refer back to if these debts are queried later.
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This article explains how you can use Platinum to help with your debt chasing.
  
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{{Example|iconsize=small|title=E.G.|text=You call your account contact several weeks ago to chase a debt and when you ring again they insist you have not called. The debt contacts screen would allow you to refer back to history to tell them who you spoke to, when and what about.}}
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== More Information ==
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For example, you called your accounts contact several weeks ago to chase a debt and when you ring again they insist you have not called. The {{Menu|Debt Contacts}} screen would allow you to see to whom you spoke, when and what about.
  
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== Logging Debt Contacts ==
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=== Logging Debt Contacts ===
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}}
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}}.
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*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer.
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*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer.
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*From here if there are no previous contacts the system will take you to a new contact log, if it has got previous contacts the system will list them and you can press {{KeyPress|F5}} to edit or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button.  
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* You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones.
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*This will bring up the Debt contact screen, here the system will automatically date the contact and put your name against it and allows you to add a contact name in the {{DataPrompt|Contact}} Field and some Notes in the {{DataPrompt|Notes}} lines to log what the contact was for.
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* Press {{KeyPress|F5}} to edit an existing contact or click the {{Button|Edit}} button. You can also press {{KeyPress|F6}} to create a new contact or click the {{Button|Add}} button.
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*You can then add the date of the next contact in the {{DataPrompt|Next Contact}} Field.
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* This will bring up the {{Menu|Debt Contact}} screen.
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*Finally you can Press {{KeyPress|F2}} to allocate the invoices to which this debt chasing contact relates.
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* The {{DataValue|Date}} and {{DataValue|Your Name}} will be shown against the contact already.
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* Enter the {{DataValue|Contact Name}} in the {{DataPrompt|Contact}} Field and {{DataValue|Notes}} in the {{DataPrompt|Notes}} lines to log the contact details.
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* Enter the next contact date in the {{DataPrompt|Next Contact}} Field.
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* Press {{KeyPress|F2}} to allocate the invoices to which this debt chasing contact relates.
  
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=== Other Useful Key presses when Logging a contact. ===
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{{Note|text=There is other information that you can access from here easily using the following keys:
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*Press {{KeyPress|F5}} - To view the previously allocated documents this contact is concerned with 
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* Press {{KeyPress|F5}} to view the documents already allocated to this contact.
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*Press {{KeyPress|F6}} - To view useful account information.
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* Press {{KeyPress|F6}} to view useful account information.
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*Press {{KeyPress|Shift+F7}} - to view Customer history.
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* Press {{KeyPress|S-F7}} to view Customer History.
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*Press {{KeyPress|Ctrl+F8}} -  View or edit general notes.
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* Press {{KeyPress|C-F8}} to view or edit General Notes.}}
  
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== Reviewing Debt Chasing Contacts on an Account ==
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=== Reviewing Debt Chasing Contacts on an Account ===
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}}
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}}.
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*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer.
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*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer.
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Here you will see all previous debt chasing contacts in date order.
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You will see all previous debt chasing contacts in date order.
  
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=== Other Useful Key presses when viewing this screen ===
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* Press {{KeyPress|F5}} to review previous contacts.
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*Press {{KeyPress|F5}} - To view the previous contacts
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* Press {{KeyPress|F6}} to create another contact.
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*Press {{KeyPress|F6}} - To post another debt contact  
 
  
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== Reviewing All Debts that Need to be Chased ==
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=== Reviewing All Debts that Need to be Chased ===
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Debt Overview}}
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Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Debt Overview}}.
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*This will show you some "Filters" for the report the system is about to display These are as follows
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* There is the following range of items by which you can limit what you see.
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**{{DataPrompt|Range of Accounts From and To}} - This allows you to view a range of accounts. E.g. All account beginning with A. If left blank this will show all accounts.
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**{{DataPrompt|Range of Accounts From and To}} - This allows you to view a range of accounts, for example all accounts beginning with {{DataValue|A}}. If left blank, this will show all accounts.
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**{{DataPrompt|Account Group}} - This will restrict the report to only look at one particular account group. Again, if left blank this will show all accounts.
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**{{DataPrompt|Account Group}} - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts.
 
**{{DataPrompt|Unchased Debts}}
 
**{{DataPrompt|Unchased Debts}}
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***If set to {{DataValue|Yes}} you can Filter out from the report any debts which have never been chased up
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***If set to {{DataValue|Yes}}, you will see all debts, whether or not they have been chased up.
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***If set to {{DataValue|No}} you can exclude previously chased debts.
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***If set to {{DataValue|No}}, you can include only previously chased debts.
 
**{{DataPrompt|Contacts Not Yet Due}}
 
**{{DataPrompt|Contacts Not Yet Due}}
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***If set to {{DataValue|Yes}} you can Filter out from the report any debts which have been chased up and have their next contact date set in the future.  
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***If set to {{DataValue|Yes}}, you can filter out any debts which have been chased up and have their next contact date set in the future.
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***If set to {{DataValue|No}} will exclude all of the above
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***If set to {{DataValue|No}}, you will see all the contacts.
  
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Once all the above filters are set to your requirements you can press {{KeyPress|F2}} to view the results  
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* Press {{KeyPress|F2}} to view the results.
  
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=== Other Useful Key presses when viewing the results screen ===
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* Once you have the results on the screen, you can carry out the following actions:
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*Press {{KeyPress|F2}} - To post another debt contact  
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** Press {{KeyPress|F2}} to post another debt contact.
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*Press {{KeyPress|F5}} - To view the previous contacts
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** Press {{KeyPress|F5}} to view previous contacts.
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*Press {{KeyPress|S+F7}} - To view the selected customers history  
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** Press {{KeyPress|S-F7}} to view the selected customer's history.
  
 
== See also ==
 
== See also ==
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*[[How do I Write Off Bad Debts?]]
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* [[How do I Send Debt Chasing Letters?]]
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*[[How do I print an Aged Debtor or Creditor List?]]
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* [[How do I write off bad debts?]]
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* [[How do I print an aged debtor or creditor list?]]
  
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{{KB_Tags|Debt Chasing, Debt, Debt Chase, Chase, chasing, review, contacts, Contact}}  
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{{KB_Tags|debt chasing, debt, debt chase, chase, chasing, review, contacts, contact}}
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{{KB_SL}} {{ZN_Admin}} {{ZN_Accounts}}
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{{How}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}}

Latest revision as of 13:58, 16 June 2020

Summary

This article explains how you can use Platinum to help with your debt chasing.

More Information

For example, you called your accounts contact several weeks ago to chase a debt and when you ring again they insist you have not called. The " Debt Contacts" screen would allow you to see to whom you spoke, when and what about.

Logging Debt Contacts

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".

  • In the "Account", type in the customer's account code if known, or search for a customer.
  • You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones.
  • Press <F5> to edit an existing contact or click the [Edit] button. You can also press <F6> to create a new contact or click the [Add] button.
  • This will bring up the " Debt Contact" screen.
  • The 'Date' and 'Your Name' will be shown against the contact already.
  • Enter the 'Contact Name' in the "Contact" Field and 'Notes' in the "Notes" lines to log the contact details.
  • Enter the next contact date in the "Next Contact" Field.
  • Press <F2> to allocate the invoices to which this debt chasing contact relates.
There is other information that you can access from here easily using the following keys:
  • Press <F5> to view the documents already allocated to this contact.
  • Press <F6> to view useful account information.
  • Press <Shift+F7> to view Customer History.
  • Press <Ctrl+F8> to view or edit General Notes.

Reviewing Debt Chasing Contacts on an Account

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".

  • In the "Account", type in the customer's account code if known, or search for a customer.

You will see all previous debt chasing contacts in date order.

  • Press <F5> to review previous contacts.
  • Press <F6> to create another contact.

Reviewing All Debts that Need to be Chased

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Debt Overview".

  • There is the following range of items by which you can limit what you see.
    • "Range of Accounts From and To" - This allows you to view a range of accounts, for example all accounts beginning with 'A'. If left blank, this will show all accounts.
    • "Account Group" - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts.
    • "Unchased Debts"
      • If set to 'Yes', you will see all debts, whether or not they have been chased up.
      • If set to 'No', you can include only previously chased debts.
    • "Contacts Not Yet Due"
      • If set to 'Yes', you can filter out any debts which have been chased up and have their next contact date set in the future.
      • If set to 'No', you will see all the contacts.
  • Press <F2> to view the results.
  • Once you have the results on the screen, you can carry out the following actions:
    • Press <F2> to post another debt contact.
    • Press <F5> to view previous contacts.
    • Press <Shift+F7> to view the selected customer's history.

See also


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Keywords AND Misspellings
debt chasing, debt, debt chase, chase, chasing, review, contacts, contact
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