Menu 11: Precollect

Use the Precollect menu to enter precollect clients or accounts, post payments, or transfer accounts to trust. Precollect accounts are maintained in completely separate files and are not part of the trust system.

When used early in the delinquency cycle or just before an account becomes delinquent, precollect can restore customers to current payment status for minimal cost. You usually use letters for precollect accounts, which provide a friendly, early reminder that payment is now due or past due.

Menu options overview

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

Menu	Description
11.1 - Preclient Update	Create a record for a precollect client that indicates the type of precollect service for the client.
11.2 - Precollect Update	Add and change precollect client and account records.
11.3 - List Precollect	Print a list of precollect accounts.
11.4 - Preacknowledgements	Send a precollect acknowledgment letter, informing the client that you have started precollect efforts for specific accounts.
11.5 - Followup Preack	Provide precollect clients with a detailed and summarized list of activity that has occurred on their accounts.
11.7 - Prestatus Update	Quickly change or delete a precollect account's status code without having to go to the Precollect Update screen.
11.8 - Precollect Posting	Post a payment to a precollect account, when a precollect client receives a payment and reports it to your agency.
11.9 - Letter Usage Report	View a list of the letters used, accounts placed, and amounts charged for precollect services for selected clients.
11.10 - Precollect Report	View a list of precollect client statistics since the last precollect Month-End.
11.11 - Performance Letter	Print and sent this monthly report to precollect clients of collections on precollect assignments.
11.12 - Precollect Month-End	Use this to close out the month and prepare the system to receive the next month's precollect information.
11.13 - Precollect Year-End	Use this to close out the year and prepares the system to receive the next year's precollect information.
11.14 - Transfer Precollect	Transfer precollect accounts to the trust system in The Collector System.
11.15 - Rebuild Xref Files	Rebuild cross-reference files after deleting precollect accounts.
11.16 - Change Client#	Change the client number on a precollect account record without deleting and re-entering the account.
11.17 - Easy Out	Easy Out allows you to create your own custom reports that you can print or display in a report format.