Menu 5: Collector

Work accounts in the Collector screen by completing tasks such as calling customers, creating promises-to-pay, scheduling follow-up calls, and sending correspondence.

Menu options overview

The following table describes each of the submenus of the Collector menu. Click the menu link to go to the topics for that menu number.

Menu

Description

5.1 - Collector Screen

Perform collection tasks such as calling accounts, updating accounts, and making payments.

5.2 - WIP

View accounts on your WIP list.

5.3 - Time List

View an overview of the timed accounts to be worked today.

5.4 - WIP Summary

View a breakdown of your WIP list by category.

5.5 - Easy Out

Run Easy Out reports.

5.6 - Agency WIP Summary

Print or view summaries of all your collectors' activities.