Matching Accounts

There are several reasons to group accounts:

* You might attempt to list a new debtor for a particular client. This debtor may also have accounts that are in arrears with several of your other clients. By setting defaults for account matching, Collect! can automatically detect your attempt to enter, as a new account, information that is already in the system.

* You may realize that several of your accounts are related and you may wish to view them together. For instance, you may discover several debtors who have the same cosigner. You can manually group these accounts together.

* You may have one outstanding debt, such as a funeral home bill, with several debtors who could be responsible to settle the account. You can manually group these accounts together.

* You may want to run a batch processing routine to look for matching accounts after importing a group of accounts.

These examples indicate three ways of grouping accounts:

Automatically through settings and applied whenever new accounts are entered.

Manually on an individual basis.

Through settings in batch processing routines.

Matching Accounts Form

The Matching Accounts form shows a summary of all accounts in the selected group.

Matching Accounts form

It displays the total number of accounts and the active and closed accounts. Totals for owing, paid, closed accounts and principal are calculated as the screen is displayed.

A list of group members is also displayed, showing pertinent details. To access the individual accounts in the group, click in the list. This will open the Debtor form for the group member you have chosen.

The values in this form depend partly on the settings in the Group Member Setup. If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into the totals displayed in Matching Accounts.

Total Accounts

This is the total number of accounts in this group.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Active Accounts

This is the number of active accounts in this group.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Closed Accounts

This is the total number of closed accounts in this group.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Totals

The figures in this column represent total values for all accounts in the group.

Please RECALC your Debtors so that their Financials are current. This ensures that the Group Totals will be current.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Principal

This is the total amount of principal for all accounts in the group.

Please RECALC your Debtors so that their Financials are current. This ensures that the Group Totals will be current.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Paid

This is the amount paid to date by all members of the group.

Please RECALC your Debtors so that their Financials are current. This ensures that the Group Totals will be current.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Closed

This is the amount still owed by closed accounts in the group.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Owing

This is the total amount owed by all members of the group.

Please RECALC your Debtors so that their Financials are current. This ensures that the Group Totals will be current.

If you switch ON "Exclude from group totals" in the Group Member Setup for any particular group member, they will not be calculated into this total.

Member Setup

Select this button to open the Group Member Setup form where you can view or adjust settings.

Each member of the group can have settings to control what information is shared across the group. You can also exclude the group member from the group totals.

Edit Member

Select this button to view a list of all the accounts in this group. You can select any member from the list to quickly open the Debtor form for that group member.

Edit Group

Click this button to change the members in the group. Using this, you can add or remove members to or from the group just by tagging (with the spacebar) the items in the list and then pressing F8 to return to the Group Member Setup dialog.

Contact Plan

You can select all or some of the members of this group and cascade a contact plan over your selection.

Use your spacebar to tag the members. Then choose the contact plan you want to run on these selected members. Be sure to clear the tags after you run the plan.

Members Of This Group

This is a list of all Group Members. Click into the list to activate it or press F5. Choose a line item to view details of a particular group member or press F5 again.

Account Matching Setup

Please refer to Account Matching Setup for details about setting account matching defaults for Collect! to use whenever a new account is listed or existing accounts are grouped.

Group Member Setup

Please refer to Group Member Setup for details about grouping accounts manually and/or overriding the automatic settings.

Account Matching Batch

To view details of grouping accounts for batch processing, please refer to Batch Processing.

See Also

- Account Matching Setup
- Using Account Matching
- How To Setup Account Matching