Account Matching During Data Entry

This document shows how to match accounts when entering new accounts in Collect!.

Please visit the Account Matching Setup form before proceeding and make sure you are satisfied with the selections chosen. When you match accounts Collect! sets Debtor Group Member information according to the values selected in Account Matching Setup.

Use one of the methods described in Accessing Debtor to open a new blank Debtor form. Type in the debtor's Name.

Debtor's Name Entered

Attempt to leave the Name field by using the Tab key, selecting the Enter key, or selecting the next field with your mouse. If Collect! finds any close matches for the name you just entered, you will be presented with a list. Select the account that you want to group your new account to. You may select the account with your mouse. If the account is already highlighted, you may select the Enter key or press the Select button.

Selecting Group Accounts Together

You are returned to the Debtor form for the new account. Select the arrows next to the GROUP button and you will notice that this account is now part of a group.

Debtor Group Button Highlighted

You may use the arrows next to the Group button to view other members in this group. Select the Group button to view the list of Group Members.

Matching Accounts/Group Members

Some data on these accounts may be the same, depending on your choices in the Account Matching Setup form.

Select the Close button to return to the Debtor form.