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.
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
Working With Clients
How To Enter A New Client
How To Setup Client Settings
How To Make Client Payments
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
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
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
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
Batch Processing
Batch Processing
How To Use Batch Processing
Scheduled Batch Letters
Batch Processing Topics
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
Letter Service
How To Use Letter Service
Help Pages
Using Help
Using Popup Help
How To Use The Index For Help
Troubleshooting
How To Isolate Your Problem Area
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.
See Also
- Training Manual Main Index
- Training Manual - Section A - System Administrators
- Training Manual - Section C - Collectors
- New User Basics
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