Posting transactions to precollect accounts

Menu 11.8

Use this option to post transactions for precollect accounts.

To post transactions to precollect accounts:

1. From the Master menu, navigate to Precollect > Precollect Posting (menu 11.8).

   

2. If your agency auto prompts for batch, the Batch Number to Update window displays; select Go to Account Prompt, and press Enter or click Ok.

   For more information and instruction on each option, see Managing batch options for precollect accounts.

3. At the Enter Precollect # prompt, type the account number, and press Enter.

   There are a number of additional options available from the Enter Precollect # prompt, including options to search for account records. To view a list of the options, type ?, and press Enter at this prompt. For a list of options, see Marking a precollect letter as mail return.

4. In the Amount (?) field, do one of the following:
   • To enter a transaction, type the amount, and press Enter.
   • To use an option, do one of the following:
     • Type an option code, and press Enter.
     • To choose from a list of options, type ?, and press Enter.
       • In the Help window, select an option, and press Enter or click Ok.
5. In the Trans Date field, do one of the following:
   • Type the transaction date in MM-DD-YY format, and press Enter.
   • To use the default date (displayed from the last transaction), press Enter.

6. In the Status/Desk field, to add the desk number, type the desk number (for example, D.3), and press Enter.

   The system displays a message that the desk number is updated. The cursor remains in this field to allow you to enter a status code.

7. In the Status/Desk field, type a status code for this account, and press Enter.
8. At the OK (CR=Y, N) prompt, do one of the following:
   • To save the changes, press Enter.
   • To discard the changes, type N, and press Enter.
   • To return to the Precollect Posting screen to continue making changes, type /, and press Enter.