Related Information Examples & Tutorials
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Training Manual - Section B - Office Managers

This Training Manual section is meant to help the Office Manager set up areas of Collect! that they will use on a regular basis. If you do not have an Office Manager, then your System Administrator should review this section. It is also important for your Accounting and Collections management personnel to be familiar with the topics in this section.

tip.gif This page contains links to topics to help those responsible for managing the use Collect! in your office.

Please take care of setting up Collect! before your operators use it.

Operator Setup

How To Setup Operators
How To Set Field Or Form Properties
How To Report Collector Commissions
Making Changes To Access Rights

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Working With Clients

How To Enter A New Client
How To Setup Client Settings
How To Make Client Payments

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Working With Debtors

How To Setup Debtors
Matching Accounts
How To Setup Account Matching
How To Group Debtors
Group Member Setup
Debtor Cosigner
Debtor Detail
Attachment
Debtor Status
Management Topics

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Financials And Monthend

Transaction
Payment Plan
Financial Detail
How To Post A Transaction
How to Post a Debtor Payment
How To Generate And Print Statements
Month End Process
Troubleshooting Month End
Introduction to Printing Checks
How To Create A New Commission Rate Plan
How To Post Legal Fees
How To Manage Promised Payments
Accounting Topics

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Printing Reports

How To Print A Sample Report Or Letter
How To Use Quick Printing Features
Print Settings
How To Get Help With Reports
How To Print Daily Reports Or Letters
How To Print Statements - Reports - Letters

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Contacts And WIP List

Action Codes
Contact
How To Manage Contacts
Contacts Versus Contact Plans
How To Use Contact Plans
How To Setup The WIP List
Reload Work In Progress List
WIP Reload Filters
WIP Options
Operator Group
Managing Work Queue By Time Zone

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Batch Processing

Batch Processing
How To Use Batch Processing
Scheduled Batch Letters
Batch Processing Topics

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Reporting To Credit Bureau

How To Report Credit
How To Setup Credit Bureau Reporting
How To Run A Credit Bureau Report
How To Get Help With Credit Bureau Reporting

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Letter Service

How To Use Letter Service

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Help Pages

Using Help
Using Popup Help
How To Use The Index For Help

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Troubleshooting

How To Isolate Your Problem Area

tip.gif Please see additional links in the left bar under "Examples and Tutorials." These contain many related links that you will find very helpful as you set up Collect! and become familiar with using it.

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See Also

- Training Manual Main Index
- Training Manual - Section A - System Administrators
- Training Manual - Section C - Collectors
- New User Basics

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