Client Settings Basics

The Client Settings form stores selections and values that are used by Collect! to help you automate and reduce the work needed when creating debtors and generating statements.

This is a very important form. It is well worth the time it takes to assure yourself that the settings and values are entered correctly for your requirements. Once they are entered, Collect! can use them over and over again when creating new debtors, running statements and performing other tasks in your day-to-day work.

Many important functions are controlled from the Client Settings form.

1. Accounting cycles
2. Commission rate/ tax rate
3. Credit bureau settings
4. Currency settings
5. Charging fees
6. Assigning operators
7. Success calculations
8. Running your collection strategies

With this form, you can define default values to apply to every newly created debtor for the client.

Please bear in mind that the settings you choose are on a go forward basis. Values entered here, like a new commission rate, for instance, will not change information on accounts already entered in your system. Only newly entered accounts will pick up the new settings. Any debtors or accounts previously entered will retain their original settings.

Keep your needs simple. If you find yourself always setting the same values, then chances are you can set up the Client Settings form to accommodate your needs. Any setting can be changed later as needed.

Use only the settings you need. For many clients, such as your forwarding clients or attorney clients, you will not need any of these settings. They are only important for clients that will have debtors attached to them.

If you will be using Collect!'s Credit Bureau Reporting module and you will be reporting for this client, then please pay particular attention to the settings needed for this purpose.

Client Settings form

Accessing Client Settings

The Client Settings form may be accessed only one way. Providing you have access to the Client form and the ADVANCED button, you must be viewing a Client form.

1. You must be on a Client form to be able to view the Client Settings. Using the methods explained in the document about accessing the Client form, bring up the Client form for the Client whose settings you want to adjust. Once the Client form is in full view, simply select the button labeled ADVANCED to display the Client Settings form.

See Also

- How to Setup Client Settings