Difference between revisions of "How do I Deal with Debt Chasing?"
From Catalyst
| Line 2: | Line 2: | ||
== Summary == | == Summary == | ||
| − | + | This article explains how you can use Platinum to help with your debt chasing. | |
| − | {{Example|iconsize=small|title= | + | {{Example|iconsize=small|title=e.g.|text=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 refer back to history to tell them to whom you spoke, when and what about.}} |
== Logging Debt Contacts == | == Logging Debt Contacts == | ||
| − | Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}} | + | Go to {{Menu|{{SL}}|Maintenance Options|Aged Debt Chasing|Review Contacts By Account}}. |
*In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | *In the {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|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. |
| − | *This will bring up the Debt | + | * 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. |
| − | * | + | * This will bring up the Debt Contact screen. |
| − | * | + | * The {{DataPrompt|Date}} and {{DataValue|your name}} will be shown against the contact already. |
| + | * Enter the {{DataValue|Contact Name}} in the {{DataPrompt|Contact}} Field and {{DataValue|Notes}} in the {{DataPrompt|Notes}} lines to log the contact details. | ||
| + | * Enter the next contact date in the {{DataPrompt|Next Contact}} Field. | ||
| + | * Press {{KeyPress|F2}} to allocate the invoices to which this debt chasing contact relates. | ||
| − | == | + | {{Note|title=Note|text=There is other information that you can access from here easily using the following keys: |
| − | *Press {{KeyPress|F5}} | + | * Press {{KeyPress|F5}} to view the documents allocated to this contact. |
| − | *Press {{KeyPress|F6}} | + | * Press {{KeyPress|F6}} to view useful account information. |
| − | *Press {{KeyPress|Shift+F7}} | + | * Press {{KeyPress|Shift+F7}} to view Customer History. |
| − | *Press {{KeyPress|Ctrl+F8}} | + | * Press {{KeyPress|Ctrl+F8}} to view or edit General Notes.}} |
== Reviewing Debt Chasing Contacts on an Account == | == Reviewing Debt Chasing Contacts on an Account == | ||
Revision as of 14:48, 31 October 2011
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how you can use Platinum to help with your debt chasing.
 | e.g.: 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 refer back to history to tell them 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.
 | Note: There is other information that you can access from here easily using the following keys:
|
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.
Here you will see all previous debt chasing contacts in date order.
Other Useful Key presses when viewing this screen
- Press <F5> - To view the previous contacts
- Press <F6> - To post another debt contact
Reviewing All Debts that Need to be Chased
Go to " Sales Ledger Maintenance Options Aged Debt Chasing Debt Overview"
- This will show you some "Filters" for the report the system is about to display These are as follows
- "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.
- "Account Group" - This will restrict the report to only look at one particular account group. Again, if left blank this will show all accounts.
- "Unchased Debts"
- If set to 'Yes' you can Filter out from the report any debts which have never been chased up
- If set to 'No' you can exclude previously chased debts.
- "Contacts Not Yet Due"
- If set to '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.
- If set to 'No' will exclude all of the above
Once all the above filters are set to your requirements you can press <F2> to view the results
Other Useful Key presses when viewing the results screen
- Press <F2> - To post another debt contact
- Press <F5> - To view the previous contacts
- Press <S+F7> - To view the selected customers history
See also
