Credit control dashboard
Practice Admin Partners IT Mgr Credit Controllers
The Client’s Credit Control dashboard can be accessed from the Client’s Financial dashlet on the main client dashboard by clicking on the green CC icon next to the DRS. Alternatively it can be accessed by drilling into the figures from the Credit Controllers dashboard and selecting a client or from the Credit Control Dashboard page in the Client Taskpad.
The credit control dashboard provides a summary of the credit control information and history of credit control actions for the client.
The Client Information panel on the left-hand side of the page provides basic credit control information as set on the client’s DRS Collection page. The CC address, telephone number, contact name, fax and email can be updated from here, but this will not update the information on the DRS Collection page.
The client status can be updated via the dunning process and will indicate a status with Auto next to it. If the client’s status is manually set to Suspended then the Auto will change to show Manual. If the client reaches its credit limit the client’s status will be changed to Suspended.
The Chase History shows the last 10 credit control actions for the client. Click Show History to display all credit control actions recorded against the client.
The Outstanding Transaction panel shows a list of all outstanding transactions for the client, the ageing of the transaction and their invoice code. Clicking the title OS Trans will navigate through to the DRS Trans page for the client. Invoices can be reprinted from the OS Trans section by clicking the Printer icon.
The Current Action pane allows for the recording of new credit control actions against the client. These actions are recorded by Task and the associated actions/codes.
The tasks that are available to be recorded against the client are explained in the table below.
| TASK | AVAILABLE ACTIONS | DESCRIPTION |
| Contact | Email Phone Call Visit | These available actions are defined in the Categories Etc > Categories > Credit Contact Events section of the Admin menu. They are from a user defined category called Credit Contact Events. This will create an event against the client that can be then viewed through the Credit Control Events page. It is important to note that creating a new event for a client or an invoice will mark the previous event against the client or invoice as complete. |
| Code Client | The available actions come from the credit codes that are set up on the Credit Codes page of the PE Collect module. | This task allows for a credit code to be set or updated against the client. |
| Code Invoice | The available actions come from the credit codes that are set up on the Credit Codes page of the PE Collect module. | This task will allow for the coding of a particular invoice or all outstanding invoices. |
| Print Letter | Letter 1 Letter 2 Letter 3 Letter 4 Client Statement Group Statement | This task will print the selected credit letter or a statement. Letter 4 will create a letter that will pick up the wording from the notes section. |
| Email Partner | RFP Query Stop Notice | This task will email the partner with wording according to the action that has been selected. The email wording and the actions are hard coded. |