This procedure allows you to complete manual tasks in Collections.
Daily Contact List (COL-4-3) This program should be printed for the desired next contact date.
Overdue Report By Customer or Sales Rep (COL-4-6 & 7) One of these reports should be generated to allow the operator to contact newly past due customers.
Contact the customers using the above reports.
Enter the customer’s response. (COL-1-1)
Make any changes to the contact activities or comments. (COL-3-5)
Various reports that can be run at will:
A. Print Contact Sheets (COL-4-1)
B. Blank Contact Sheets (COL-4-2)
C. Summary of Contacts (COL-4-4)
D. Promised Payment Report (COL-4-5)
E. Print Dunning Letters (COL-4-9)
F. Cash Receipt By Aging Report (COL-4-11) The Purge Initialize Index Files that is run during the Accounts Receivable End- Of-Month procedures deletes all of the payment data used by this report.
Purge Old Calls (COL-3-3) Once you have reached the time where you no longer want to maintain old collection activity records, the first purge may be done. After the first purge, you may want to run it every month to always maintain the same amount of activity in your system.
Please call La Crosse Management Systems, Inc. if you have any questions. We appreciate your calls. (608) 784-8400.