Create a procedure gives the opportunity to apply a specific management (automatic or not) to all or part of transactions.
A procedure is added at the transaction level, from the account statement of the third party. It is quite possible to add several procedures into an account statement, but you shall only apply one procedure per transaction.
Every transaction shall also not be concerned by a procedure (for example: legal redress)
There are three types of procedure:
- Debt collection procedure: include amicable actions processing
- Litigation procedure: include contentious actions
- Legal procedure: include actions regarding a legal event
You shall create a procedure from the drop-down menu “More” of the account statement screen.
After selecting the concerned transactions, you just need to complete the following fields:
- The date of procedure (for exemple: the date of the legal proceeding judgment)
- The type of procedure (Debt collection, litigation, legal procedure)
- The status of procedure (for example: legal redress)
- Add a brief comment (for example: liquidator details)
Once the procedure is created, you shall manage it from the debt collection area of the third party