Related Information

Accounting Topics

This page contains links to help topics for accounting and finances.

General

How To Manage Finances

How To Track Operations in Accounting Software

Top of page.

Payments

How To Post A Transaction

How To Make Client Payments

How To Manage Promised Payments

Top of page.

Commissions

How To Create A New Commission Rate Plan

How To Create An Age Type Commission Rate Plan

Changing Commission Rate by Contact Plan

Commission Rate Plan Samples

How To Report Collector Commissions

Top of page.

Month End

How To Generate And Print Statements

The Month End Process

Troubleshooting Month End

Top of page.

Print Checks

Introduction to Printing Checks

Print Checks

How To Take Checks Over The Phone

Client Payment Check

Agency Payment Check

How To Setup Check and Gcheck

Processing Checks for ACH Handling

Top of page.

Summary Reports

Financials and Analysis

Accounts Receivable Report

Accounts Payable Report

Total Listings

Client Analysis Report

Month Batch Analysis

Operator Analysis

Scheduled Batch Letters

Trust Account Summary

Transaction Summary

Custom Reports

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org