Here are detailed all useful informations needed to manage any procedure.
You can also access to informations regarding the third party:
- Change/add an adress or a contact form (and choose until 5 favorite contacts)
- Customer/supplier segmentation
- Contractual dispositions
- Client/supplier risk assessment
- Payment habits indicators
There are three different procedures on which a specific management process shall be applied:
- Amicable procedure
- Litigation procedure
- Legal procedure
Any procedure is identified with a unique number assigned to transactions.
The “consolidation” button gives the opportunity to compile data at different levels:
- At the master level (in case of a multi-masters user profile): you shall see a global statement or filter informations to a particular master. The list of procedures and synthesised reports are thus adapted to the filtering level
- At the third party or company profile level: For every common legal ID third party, you shall consolidate accounting data and see all the concerned procedures
- At the analytical section level: you shall compile all the procedures on the basis of a particular third party analytical code
- At the type level: you shall compile all the procedures on the basis of a particular third party type
Menu
The drop-down menu “Menu” provides direct links to create a campain or see the actual list of campains, or even create a new account
Reporting
The drop-down “Reporting” menu lists the set of specific reports attached to the user rights and profile
Media
The drop-down “Media” menu provides direct link to manual media action creation tool
Debt Collection procedure board
Here are listed all the conducted procedures :
- You have access to the details by clicking on the line of the procedure
- The status shows whether the procedure is still ongoing or not
- The performance of the recovery process is evaluated thanks to the initial amount and actual amount