Menu 11.9 - Letter Usage Report

The Precollect Letter Usage report lists the letters used, accounts placed, and amounts charged for precollect services for selected clients. If you want an amount from this report to appear on a client's regular trust client statement, you can post it as an A/R adjustment in the trust system.

To run the Precollect Letter Usage report:

1. From the Master menu, navigate to Precollect > Letter Usage report (menu 11.9).

   

2. At the This program will create a list of precollect clients with charges incurred month-to-date. OK to continue? prompt, click Yes.
3. In the Enter Preclient Number(s) Separated by a Semicolon window, do one of the following, and press Enter or click Ok:
   • Type the preclient numbers, separating each with semicolons.
   • To include all preclients, type ALL.
   • To use a Get-List or Select statement, type the statement. For more information, see Working with Recall.
4. In the Enter Date to Appear on Report window, type the date in MM-DD-YY format.
5. At the OK to print? prompt, press Enter or click Ok.

The following is an example of a precollect letter usage report:

The following table explains the fields in the report:

Field	Description
Accts Placed	The number of accounts placed and the corresponding charges for each preclient who is charged per account placed are listed.
Letters Used	The number of letters used and the corresponding charges per notice sent are listed.
Total Accounts Placed	The total of the numbers shown in the Accts Placed column and the corresponding charges are shown.
Total Letters Used	The total of the numbers shown in the Letters Used column and the corresponding charges.
Total Charge	The total of charges for accounts placed and notices used.