On-Line User Guide
Contents
1. On Line User Guide Jason Dowling Business Manager CreditCollect Pty Ltd PO Box 1655 TRARALGON VICTORIA 3844 Mobile 0404335713 CreditCollect On Line User Guide 24 03 2009 1 CONTENTS CONTENTS cssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssasasassesasssssnasasesssee 2 CONTACT csssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssesssssssssssessssssssssasasssssssssssssasanast 3 WEB ADDRESS DETAILS sssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssessesesneesneessseeeee 3 USERNAME AND PASSWORD LOGON o cccccsssssssssssssssssssssssssscssssssessesssssseseeeseeeeeee 3 MAIN MENU OPTIONS ccssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssssseseeeseeeeeese 4 INSIDE THE ACCOUNTS MENU o ccccccssssssscsssssscscsssssssssssssssssessssssssssssssssseseeeeeeeee 7 LOGGING OUT cccssssssssssssssssssssssssssssssssssssssssssssssessssessesssesssssssessssesesssessssesseseseenseese 11 CreditCollect On Line User Guide August 2005 2 CONTACT If you are experiencing any difficulties please contact Mark Answerth or Jason Dowling on either 51747011 WEB ADDRESS DETAILS Open a web page and type www creditcollect com au This will then display our Home page of CreditCollect At the menu on the left hand side of the page click your mouse on Client Login as below CreditCollect Credit Management amp Debt Recovery Services Microsoft Intern2. RY The Summary screen shows you who your collection manager at CREDITCOLLECT is aS well as providing you with a snapshot of the total of your accounts referred for collection as follows Summary Total Principal Supplied 18 107 96 Total No of Accounts Supplied 17 Total No of Currently Open Accounts 9 Total No of Currently Closed Accounts 8 Current Balance 19 290 75 Total Collected 555 00 Total Principal for Closed Accounts 7 422 96 CAMPAIGNS This option is only applicable to those client s referring accounts in batches such as a monthly reminder call campaign and is unlikely to be used by any CREDITCOLLECT clients CreditCollect On Line User Guide August 2005 4 ACCOUNTS This is the MAIN option that you will use from this menu and is the screen from which you will be able to search on individual debtor accounts To bring up a complete list of accounts simply leave the Campaign Account Status Type and Account Status defaults as All and scroll down and press the Search button To search for an individual account you can search by either Debtor s surname Debtor s first name Your reference number or CREDITCOLLECT s reference number You can also search for a group of accounts by choosing a specific Account Status or by using either the Financial Filter or Arrangement Filter Searching by Account Status To limit your search you can select the appropriate Account Status Type to bring up a group of ac
3. ames Returned 29 Jun 2004 500 00 0 00 58 58 0 00 558 58 Bloggs To Client 28186 72738 Jill Balance 24 May 2004 450 00 354 40 0 00 45 00 759 40 Bloggs Letter Sent 32071 951753 Bob Phone call 8 Feb 2005 5 000 00 60 00 0 00 2 00 5 058 00 Bloggs 10792 77765 Bloggs Soe Filed 6 Sep 2001 500 00 304 15 104 82 155 00 648 97 Pty Ltd 14606 14606 Bloggs Returned 26 Mar 2002 500 00 643 00 0 00 230 00 613 00 Motors To Client 14768 14768 Peter Hold 12 Apr 2002 15 00 19 34 1 52 0 00 2 82 Bloggs 14769 14769 Bill PIF Paid 12 Apr 2002 10 00 1 06 0 00 100 00 88 94 Bloggs In Full 14770 P1333 Sara Final 12 Apr 2002 20 00 0 16 0 00 0 00 20 16 Bloggs Notice 15211 10964 Bloggs Awaiting 8 May 2002 4 000 00 304 70 32 04 0 00 4 116 74 Panels Instructions Cutting and pasting into Excel When you bring up the list of accounts as above you can actually copy this into Excel as a spreadsheet and then print it off Simply highlight the fields by holding down and dragging your left mouse button Once highlighted place your cursor over a highlighted section of text then right click your mouse and click on Copy then go into Excel and open up a new worksheet right click again and press Paste Then just delete any excess information and or expand column widths CreditCollect On Line User Guide August 2005 T Selecting An Account Using the above sample accounts lets assume that we click
4. articular file under File Name Click here NETTET File Name Upload Date Sy ass 4234 Jim Blogg 19 Aug 2005 4235 BBS Blog 24 Aug 2005 A File Download box will then appear and you will need to click on Open to access the document Once open you can increase decrease the size of the document to suit your own eye sight by moving the scroll button in the middle of your mouse if you have one or by continually clicking on the zoom icon in the bottom menu bar It is possible to have 3 or 4 pages scanned into the one file i e where the debtor has sent a letter and also provided other documentation supporting their claim You will know if there are other pages if the next page icon in the middle of the bottom of the screen is dark highlighted Simply press on this icon to view the other pages Print a copy of the scanned documents by clicking on the print icon on the right hand side of the bottom menu bar To close the document simply click on the X in the top right hand corner of your screen CreditCollect On Line User Guide August 2005 10 ADD AN ACCOUNT FILE Not in use mejefej cge Uni Remember you can logout at any time by clicking on this menu item on the left hand side of your screen If you are viewing a scanned document you will first have to close the scanned document before being able to see the menu You should then click on the X in the top right hand corner of the Client Extranet sc
5. counts For example if you wanted to simply look at all accounts that were under payment arrangement then click on Arrangement in the Account Status Type field or Awaiting Instructions to view only those accounts that we require your response on You can also view all closed accounts by clicking on File Closed The option you select may then bring up a range of other statuses that fall within that Account Status Type in the Account Status box immediately below We suggest that you leave that disposition as All Once selected you can then scroll down and click on Search Please refer to Page 7 for more detailed information on the ACCOUNTS menu and sub menus ADD A NEW ACCOUNT This function allows client s to load new debtor accounts for collection with CREDITCOLLECT but can only be utilised if you have specifically requested this function If loading a new account you will probably only have to initially insert information into the following fields e Account Name Your reference number Referred Amount Loan Invoice Date and Notes Once you have completed the above fields you will then need to select the button If the debt is in one name only i e Joe Bloggs or Bloggs Motors then you will only need to complete these details once If the debt is in joint names i e Bill Bloggs amp Sara Bloggs then you will have to complete the details for both and CreditCollect On Line User Guide Augus
6. et Explorer File Edit View Favorites Tools Help ae O O MAG Dama frem B D 7 JG 3 Address http www creditcollect com au vi EJ co Links gt Y9 Vag v Search HBr EJ answers Upgrade your Toolbar Now Mail CJ Alpha Finance My Yahoo 7 Epnews creditcollect 074 Ney links client login debtor login community contact us request a quote home aboutus downloads services amp solutions news amp media credit management the pas t 14 months Their pro active approach to collections and passion for what they do has Protectin g your bottom line provide it creditCollect CreditCollect is a new breed of debt collection specialist helping Let us take care of your problem payers while you get back to your Business awards 08 kicked off with Join our mailing list questions Tall tn a mamhar nf mir toam 7 In its first year of being debt recovery nominated i field calls pipe Unpaid invoices can severely that are better spent on more bl CMb a f PEN RE KE impact the profitability of your productive aspects of your eee a skip tracing business business conducted Credit rare Management briefings technology Credit management and debt Clients have in ET i A recovery are an essential part of i i a Se a confidence in our reporting any successful business but the Tour of Gi
7. on Jim Bloggs to open up his account This will open the Account Summary screen and you are also provided with a separate account specific menu on the right hand side of your screen Use only these menu selections for specific debtor account information and live interactive features like Record A Payment or Add An Account Note The menu features the following options Ref 27574 Name Jim Bloggs No 1234 Account Summary Account Details Report Debtor Contact Details Cost History Payment History Record A Payment Account Notes Add an Account Note Account Files Add an Account File ACCOUNT SUMMARY This screen will summarise most of the details from the previous table You can either scroll down and click on the button or click on the Back icon in your internet menu bar at the top of your screen to go back and select another account from the previous table ACCOUNT DETAILS REPORT Not in use DEBTOR CONTACT DETAILS This will enable you to view the debtor s address and other contact details eg multiple phone numbers COST HISTORY This will list all external costs that have been incurred on the account in our attempts to enforce collection including field calls skip tracing search fees and a complete breakdown of legal costs PAYMENT HISTORY CreditCollect On Line User Guide August 2005 8 This will list the date and amount of all payments recovered from the debtor paid either direc
8. ppsland i services because The SCODY CUP now in time spent chasing debtors can of the people who is Ghana nee IMP has used CreditCollect as consume valuable resources poop gan aa ka ne to improve your cashflow reduce Click here for our FAQ page CreditCallect is an integral part of your overheads and get your our credit cycle business on the path to stronger payment options Tracy Ayres CEO profitibility Need to make payment IMP Asia Pacific UK Click here for our payment more options lt 8 http www creditcollect com au dientLogin aspx DebTrak DebTrak Internet Inbox Microsoft O GY Online User Manual CreditCollect Credi Ls 8 2 12 00 PM USERNAME AND PASSWORD LOGON Place the cursor in the Username field and enter your username case sensitive Place the cursor in the Password field and enter your password not case sensitive Then click on Submit You are now in the Welcome initial Summary screen CreditCollect On Line User Guide August 2005 3 MAIN MENU OPTIONS NB All menu screen shot examples shown in this User Manual are from the CreditCollect Test Site Your Main Menu is located on the left hand side of the Welcome screen and presents you with the following options Ci edil Cullect Summary Campaigns Accounts Add A New Account Upload Batch Files Load History Notes Logout SUMMA
9. reen to completely exit the internet or insert another internet address CreditCollect On Line User Guide August 2005 11
10. t 2005 5 Don t worry if you have not got the information to fill out all fields You can insert address information by clicking on but if you are aware that the debtor has a secondary address i e a separate PO Box to their residential or business address then you should add this into the field Finally enter as much phone fax e mail information as you have on the debtor then press Your account will now be loaded and CREDITCOLLECT will commence recovery action for you UPLOAD BATCH FILES This menu item is unavailable LOAD HISTORY This will show you when accounts were loaded by CREDITCOLLECT and how many This is a good reconciliation mechanism NOTES This menu item is unavailable not relevant to CREDITCOLLECT customers LOGOUT Click on this menu item to log out to the Client Extranet screen You should then click on the X in the top right hand corner to completely exit the internet or insert another internet address CreditCollect On Line User Guide August 2005 6 INSIDE THE ACCOUNTS MENU For the purpose of this manual we will assume that you will want to bring up all accounts You can look at an individual acount by pressing at either of these 4 points You can sort by clicking on the column heading Account Status Open Total Total Total Balance Amt Cost Interest Paid 27574 1234 Jim Awaiting 20 May 2004 15 00 123 70 0 00 2 00 136 70 Bloggs Service 28399 123568 J
11. t to yourself or to CREDITCOLLECT This will also include the recovery of any legal costs etc RECORD A PAYMENT Click this option to advise CREDITCOLLECT of a payment s made direct to yourself by the debtor This will ensure that we don t continue pursuing the account if paid in full or confuse the debtor by requesting incorrect balances The only data you are required to enter is the Amount Payment Date click on this to bring up the calendar to choose the actual date the payment was made and Payment Method It is important that you ONLY select the Direct to client payment method Choosing any other method may effect our General Ledger We would prefer that clients be given no other payment method alternative however CREDITCOLLECT PCS are not the only users of this software Payment Details Amount 150 00 Payment Date 1 Aug 200 Payment Method Direct to client r Payment Type Debt Reference Paid into Bank Account Other Account We do NOT require you to complete the remaining Cheque or Payment Details Received From fields If their payment is going to bounce then it will Once the Payment Details information fields have been completed simply scroll down and click on Submit ACCOUNT NOTES Select this option to view a complete history of what we have done on the account including letters phone calls tracing legal actions field calls searches etc We recommend that you examine
12. the Account Notes prior to responding to any recommendation we have made to you You can also cut and paste this in to Word to provide you with a print out to take to your manager when seeking authorisation to proceed with legal action or a field call etc ADD AN ACCOUNT NOTE Similar to Record A Payment this is another interactive feature that you can use to liaise on an account Typically you should add an account note when authorising us to proceed with an external action such as legal skip tracing field call or a search or if the debtor has contacted you direct i e to advise of the content of your discussion This may also be used when you wish to advise us of a new address or contact details that you have become aware of CreditCollect On Line User Guide August 2005 9 Simply enter your note and then click on Submit Your message wil then be emailed to your Account Manager at CREDITCOLLECT and will later appear in the Account Notes section of the debtor s account Example Note Carl we agree with your recommendation to proceed with a summons against Jim Bloggs Na ACCOUNT FILES Click on this option to view documents that have been scanned into the system This includes letters field call results affidavits of service SOE results and tracing reports The upload date is the date the document was scanned into the system by CREDITCOLLECT To open up and look at the scanned document simply click on the p
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