New Procedure For Processing Collection Actions:
The new procedure for processing collections
will now save you an extra step. There is now only ONE posting procedure
required:
Proper procedure now:
1) Clear Work File
2) Categorize Owners
3) Post
4) Print Letters
When you post, TOPS v3.2.1™ now updates
and posts any applicable admin fees at the same time, and you can
print letters as often as needed until you clear the work file.
If you are not already familiar with the posting
procedure, we have updated our help topic to reflect this new procedure.
Please update your records accordingly:
How to Process Collection Actions in TOPS v3.2.1™
- Click AR from the main TOPS v3.2.1™ menu.
- Click Collection.
- Click Process Collections.
- Enter the effective date of the collection processing.
- Check the boxes for the collection actions you wish to include
in the process at this time.
- Click Categorize Owners. You are presented with 2 options:
- Categorize Using Collection Table will find the delinquent
owners and put them into the action steps based on days and
dollars owed from the Collection Table; or
- Force Delinquent Owners to Selected Category which will
force all delinquent owners into the selected category.
- Select a print action to view the owners against whom collection
actions will be taken. Click OK.
- Click Edit if you need to alter any of the pending actions.
You have complete control over the actions being taken.
- Double click the delinquency action you wish to edit.
- Double click any owner whose delinquency action you wish to
edit.
- Make desired edits to the action status, admin fee, printing
of the letter, or holding the processing until a later date. You
can even move the owner to another action category or delete the
owner entirely, if you wish. Click OK, and then Close.
- Click Post to complete collection action processing. This updates
the owner histories for these actions including writing a note
into the payment history to record the date and action taken.
- Click Print Letters to print the collection letters for the
delinquent owners.
If you have any questions about this change, our Support Technicians
are always happy to help you with all your support needs. You can
contact the TOPS Support Department at (800) 899-5689, or e-mail
to support@topssoft.com.
by Cande Estrella,
TOPS Technical Support Manager
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