Collect! Credit and Collection Software™

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Web Host Company Settings

The Company Details form stores name and address information about your company. This can be printed on reports and letters and is used in credit bureau reporting. Some Client Settings values are set up automatically for you based on information you enter in the additional fields on this form.


Edit Company Settings

Name

Enter the name of your company as you would like it to appear on reports and letters. If you are using the credit reporting module, please enter your company's name as you would like it to appear in credit bureau Metro2 output file header records.

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Address

Enter your Street Address. There are two address lines on this screen. The information you enter in these lines can be pulled into reports and letters. The information in these three lines is also included in header record of your credit bureau Metro2 output files.

The format with which you enter your information is up to each agency. However, we recommend using Postal Addressing Standards that are applicable to your country. These are generally available by looking up the website of the postal service for your region.

Example:

Name - Your Company Name Goes Here
Address - Your Company Address
Address 2 - Company Addr2
Representative - Default Report Name or Leave Blank
City - Your Company City
State - Your 2 Position State/Province Code
Zip - Your Zip/Postal Code
Country - Choose From Pick List or Leave Blank
Email - Any Company Email Address or Leave Blank

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Address 2

This address field can hold your second address line or other information you may wish to store for later use/output to reports or letters.

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State

Enter your agency's State Code.

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ZIP

Enter your agency's ZIP/Postal Code.

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Country

Optional. Use the drop-down arrow pick list to select your Country OR leave blank if you do not wish to see this field expressed in reports/letters.

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Phone

Enter your main office Phone number.

Decide on a phone format for your company. Such as, with hyphens or with parenthesis around area codes or all numerics/no spaces. You will find establishing a phone format convention will ease all lookups by phone in your system. Lookups read the field exactly as entered.

Some format examples:

123-456-7890

123.456.7890

(123)456-7890
18004567890

1234567890

If you use the Credit Bureau module, the Phone number is required and is output to the header record of the Metro2 formatted text file when created. The Credit Bureau module will strip out any non-numeric data automatically and will use a maximum of 10 digits in compliance with the Metro2 File Format specifications.

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Fax

This Fax number field is pulled into many of the sample reports and letters.

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Other Phone

Optional. The Other Phone number is another phone number for your company. It is not included in default shipping sample reports/letters.

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Representative Name

Optional. Enter the name of your company representative. This may be the Owner or President's name.

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Email

Optional. This field is used to enter your agency's central email address or the email address of your main representative.

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Website

Optional. This field can hold the web address to your website.

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Tax Number

This is your Tax registration ID number. It is printed on statements and invoices. Every time you issue a receipt or charge for the tax on your commissions, you have to include your Tax #. If you do not charge tax, you probably don't need this field.

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Date Formats

This is the format that you want you dates to output to. Here are the available options:

MONTH DAY YEAR (MMDDYYYY)
DAY MONTH YEAR (DDMMYYYY)
YEAR MONTH DAY (YYYYMMDD)

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Date Separator

The separator character is by default '/' (forward slash). This can also be changed to '-'.

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Closed Accounting

With this switch ON, when a statement is generated, the transactions referenced in the statement are locked to Read Only. This prevents editing or deleting of these transactions after the statements are generated.

With this switch ON, Collect! will also skip transactions already connected to an invoice line record, thus preventing a transaction from being on an invoice more than once.

Useful Note If you ever come across a transaction and all the fields are "grayed out," this means that this transaction is on a statement currently in your system. You can return to this form, uncheck this to switch it OFF, correct or delete your transaction and regenerate your statement. However, a better solution would be to leave the switch ON, post a new correct transaction and then post a transaction to off balance the amount of the erroneous one.

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Letters

Optional. This field can be used to enter average cost associated with Letters.

When an operator opens the Debtor Form, it will display a graph with the Cost Allocations.

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Reviews / Phone Calls

Optional. This field can be used to enter average cost associated with Reviews or Phone Calls.

When an operator opens the Debtor Form, it will display a graph with the Cost Allocations.

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Promises

Optional. This field can be used to enter average cost associated with Promises.

When an operator opens the Debtor Form, it will display a graph with the Cost Allocations.

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Minimum Password Width

Enter the minimum number of characters the user must enter for their password. If they enter less than this number of characters when renewing their password, the system will warn them and will not accept the password until it is at least this number of characters. Leave this field blank to allow operation with no passwords.

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Renew Password Every

Enter a number of days. After this time the user is prompted to renew their password. Leave this blank if you want the system to never prompt to renew passwords.

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Force At Least One Numeric

Switch this ON with a check mark and the system will make sure the user has entered at least one number in their password.

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Force At Least One Lower Case

Switch this ON with a check mark and the system will make sure the user has entered at least one lower case character in their password.

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Force At Least One Upper Case

Switch this ON with a check mark and the system will make sure the user has entered at least one upper case character in their password.

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Force At Least One Special

Switch this ON with a check mark and the system will make sure the user has entered at least one non-alphanumeric character in their password.

Collect! automatically locks out an account after 3 failed attempts to login.

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