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The severity criteria grid is used to set a standard narrative on the payment reminder document. Click here for further information
To access the severity criteria:
Log into the Fees Ledger.
From the menu, select Reports.
From the sub-menu select Client documents.
Select Payment Reminders.
Click on the Severity criteria tab.
The Bulk Payment reminder document screen will be displayed.
The following grid is displayed.
When a payment reminder is produced the system will look at the details on the severity criteria grid and pick which narrative to use. Each client will have a possible 5 narratives that can be inserted onto their payment reminder. Each of these narratives will be inserted depending upon a minimum age, or minimum amount, or minimum balance.
On the x axis of the grid is the client payer status, defaulting to 'medium' payer status. If you wish to look at the narratives for different payer status's move the bar to the left (for bad payer) or right (for good payer). Here you can see the minimum conditions for this payer status.
On the y axis of the grid is the severity criteria, defaulting to least severe. This can be moved up or down to view minimum conditions for each of the narratives for clients with this payer status.
The minimum conditions are stored within the grid. After the client payer status (x axis) and severity criteria (y axis) have been set the relevant minimum conditions will be displayed. For example, by selecting bad payer and the least severe narrative you can set the minimum conditions for this narrative to be used. For example, the least severe narrative to be inserted after an unpaid invoice is over 15 days old. The conditions include Minimum Fees balance, minimum amount and minimum age.
To use a default severity criteria grid for each bulk payment reminder run it is recommended the standard severity criteria grid is customised. For bespoke runs, the severity criteria can be adjusted using the severity tab from the bulk payment reminders screen.
Use standard severity criteria
To use the standard severity criteria ensure this option remains selected.
The standard severity criteria can be customised and then used for each payment reminder run.
Clear All
When the use standard severity criteria option in unticked, the clear all option becomes available. Use this option to clear all values entered within the severity criteria grid.
Copy Standard
When the use standard severity criteria option is unticked the copy standard option becomes available. Use this option to copy details from the standard severity criteria into the severity grid on this screen.
This option can be used the screen has been edited incorrectly and you want to start again.
Set ages 30,60,90
When the use standard severity criteria option is unticked the set ages 30,60,90 option becomes available. Use this option to replace all details within the severity criteria with the ages 30, 60, 90, 120 and 150 for the 5 narratives for all payer status's
Click OK to produce the bulk payment reminder or cancel to exit.
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