Disputing Transactions in Direct Debit Emailer

You can dispute transactions in Direct Debit Emailer when a collection is at provisional status.

  1. Search for, then expand the applicable collection list.

  2. Expand the applicable account, then right-select on a transaction and select Dispute Transactions.

    3. The transaction opens in Dispute Handler.

  3. Expand the document to view the detail lines (if they are not already showing), then select the yellow flag to raise a dispute.

    The Raise Dispute dialog displays.

Full Disputes

Full dispute means the whole value of the invoice is being disputed and will not be processed until the dispute is removed. If you need to raise a partial dispute, refer to Dealing with Partial Disputes in Direct Debit Emailer.

  1. Select Full Dispute from Raise Dispute. The Disputed Amount is automatically populated with the full value of the invoice.

    Items that are fully disputed are automatically removed from a collection list whenDispute Handler is closed.

  2. Select a reason for the dispute from the Reason Code list. Refer to Maintaining Dispute Codes if you need to add additional reasons.

  3. Enter further information about the dispute inComment.

  4. Due Date is automatically populated. Select a different date if applicable.

  5. SelectPost. A message displays stating the Paylist has been successfully refreshed. Select OK.

  6. The Sales ledger control line is highlighted red with a D in Status.

    The document also has a Dispute status in IRIS Financials.

Removing a Dispute

You must remove the Dispute status from a document once the issue is resolved. This allows you to add the document to a collection list or allocate it with a credit note if applicable.

This topic assumes you are familiar with running enquiries and creating documents. For more information, refer to Document Enquiry Functions .

  1. In IRIS Financials, go to Enquiries > Document Enquiry and enter the details of the document you are searching for.

  2. Expand the document, then right select on the disputed line and select Remove Dispute.

    You can now add the document to a collection list or allocate it with a credit note if applicable.