Collect! Credit and Collection Software™

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New Business Report

The New Business Report shows a summary of new Debtors listed over a date range.

The report lists each new debtor with Principal, Interest, Fees, Adjustments, Paid and Total Owing. Total dollar amounts are displayed at the bottom of the report for all accounts listed.

Print This Report For Any Historical Date Or Date Range

1. Select Print from the top menu bar and then select Daily Reports from the drop-down choices. A sub-menu will open.

2. Locate the New Business Report in this menu and select it.

3. You will be prompted to choose a client or a range of clients and a date range to include in the report.

4. Enter a billing period to include in the report or leave blank to include ALL.

5. Enter a client or a range of clients or leave blank for ALL.

6. Enter a Start Date and an End Date for the report.

7. Click the OK button and you will be taken to the print output dialog.

8. Choose your printing options and press the Print button to print the report.

Useful Note You can also access this report through the Daily Administration menu. Select the New Business option and the New Business menu will be displayed. Select the New Business Report and follow the above steps 4 to 9 to print your report.

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Select this button to save your settings and proceed to the printing options.

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Select this button to cancel the printing process and return to the previous screen.

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Select this button for help on New Business Report and links to related topics.

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Using Internal Reports

These reports are important for tracking financials accurately and reconciling statements. They work well for basic simple payments and occasional NSFs to accounts. More sophisticated methods require custom reports to accommodate more complex details. This can be accommodated.

Useful Note Any of the internal reports may be replaced with your own customized version. To make Collect! run your own custom reports via the Print menu, Daily, Monthly, Analysis and Trust reports, change the Start On to something other than INTERNAL, depending on the particulars of your report, and place your own report codes in the Report Body of the report.

Collect! ships with many sample reports. Examine the demonstration database and visit our web site for additional reports and letters.

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