Welcome! You are signed on to a database, and the files are now open for your use. The Main Menu is organized into the basic tasks you perform in Collect! Select one of the tasks below, or use the Menus at the top, for quick access to information and tools. On a daily basis you should use the Work In Progress and Daily Administration options.

Main Menu

Work In Progress lists all activities (contacts) you have scheduled To Do today.

Daily Administration takes you to menu selections for tasks you perform on a daily basis, like entering new business, payments and charges, and printing letters and reports.

Month End is for your periodic and month end accounting. This includes generating and printing statements, checks, and reports for payables and receivables.

System Administration takes you to menu selections for setting up Collect! and running database maintenance.

Reports makes it convenient to print several standard reports that are used most often. You can also choose to print your daily letter batch.

Tutorials opens a page explaining the Presentation AVI's that ship with Collect!.

You Are Signed On As Operator

You signed into Collect! using the ID shown here.

The ID you sign on with is important in determining what the system does for you. When you open your To Do list, you will see contacts assigned to the ID displayed in this field. When notes are entered for a debtor or contacts are created or completed, they are stamped with this ID.

First time users automatically get signed on as user OWN. To make the system prompt for a User ID when you sign on, stop at the Welcome To Collect! screen when you first open Collect!. Select the button labelled Preferences to open the Database Preferences form. Remove the check mark from the box labelled Use default ID and password.

And Are Working With Database

This is the folder name of the database you have opened. Ordinarily, you would see DATA displayed in this field when you are working in your Master Database.

Work In Progress

Select this button to open the Work In Progress (WIP) List. This is a To Do List that displays a work queue for the operator who has signed into Collect!. The WIP List displays any uncompleted contacts that the operator has been assigned to look after. This enables you to follow up specific accounts. By default, Promises, Phone, Review and Other contacts are displayed in the WIP List.

Daily Administration

Select this button to view the Daily Administration menu where you can choose from a series of standard daily office procedures, like entering new business, payments and charges, and printing letters and reports.

Daily Administration lets you:

* Post new business
* Print daily reports
* Enter Client and Debtor payments
* Perform daily account batch functions

Month End

Select this button to view the Month End menu where you can choose from a series of standard month or selected period end accounting procedures.

Month End lets you:

* Calculate statements and invoices
* Prints monthly statements
* Print your accounts receivable summary
* Print your accounts payable summary
* Print month or period end reports

System Administration

Select this button to view the System Administration menu where you can set up Collect! to suit your needs and run maintenance on your database.

* Setup and Configuration -- this takes you to various
areas for setting up Collect! for the way you do business.

- Enter your company details and address
- Specify users and their access rights
- Set up transaction types
- Set up debtor status codes
- Customize contact plans
- Create letters and reports

* Database Maintenance -- this takes you to the
database maintenance dialog where you can adjust your settings and run the internal maintenance routines.

Reports

Select this button to open the Reports menu where you can select from a variety of analytical and summary reports. Print your own customized reports from this menu or run your daily scheduled letter batch.

Reports you can print from this menu include:

* Total listings report
* Client analysis
* Month batch analysis
* Operator analysis
* Scheduled batch letters
* Trust account summary
* Year end summary report
* Your customized reports

Tutorials

Select this button to access the Presentation AVI's. These short video clips give an overview of Collect!'s features and get you acquainted with the system. It is necessary to have Windows Media Player installed to view the Overviews.

Help

Select this button for help on the Main Menu screen and links to related topics.

Quit

To sign out off Collect! select this button or press Enter on your keyboard while the button is highlighted. This will exit you to the Welcome To Collect! screen.

See Also

- How To Start Using Collect!