Canceling accounts immediately from credit reporting

Menu 9.4

This option allows you to cancel accounts from reporting to credit reporting agencies without running Month-End.

To cancel accounts immediately from credit reporting:

  1. Create a Recall list of accounts to cancel.

    After you create the list of accounts to cancel, complete the following steps for each credit reporting agency you report to.

  2. From the Master Menu, navigate to ClosedUtility > Credit Reporting (menu 9.4).

  3. In the Credit Reporting window, select Generate Consumer File, and press Enter or click Ok.
  4. In the Credit Reporting File window, select Report Cancellations from List, and press Enter or click Ok.
  5. In the Enter List window, type the name of the Recall list for the accounts to cancel, and press Enter or click Ok.
  6. In the Files will be generated for the following bureau configurations window, confirm that the listed credit reporting agencies are correct, and press Enter or click Ok.

  7. Do any of the following:

    1. In the Output to window, select Kermit File, and press Enter or click Ok.
    2. In the Select Printer to Use window, select the hold file to send the information to, and press Enter or click Ok.
    1. In the Output to window, select WIN/NT File, and press Enter or click Ok.
    2. In the Enter the complete pathname (e.g. C:\Ouput\CR.RPT) window, type the complete path name of the location to save the data, and press Enter or click Ok.
    3. In the Select Printer to Use window, select the hold file to send the information to, and press Enter or click Ok.
    1. In the Select Transfer Protocol window, select WIN/NT, and press Enter or click Ok.
    2. In the WIN/NT file to create for CR.RPT(?) window, accept the default name for the file, or type a new one, and then to begin the transmission, press Enter or click Ok.
    3. At the Begin transmission? prompt, to export the files, press Enter or click Ok.
    4. In the Transfer Status window, press Enter.