How To Print Daily Reports Or Letters
You should print these reports on a daily basis.
Letter printing may also be scheduled to run
off hours using Collect!'s Scheduler. Please refer
to Print Batch Letters in Scheduler for details.
Scheduled Batch Letters
Print all letters scheduled for today's print batch.
You can actually have more than one print batch
in a day. You can also have collectors scheduling
letters for printing today while a batch is being printed
without loss of service.
Normally you print the letter batch at the end of each
working day. You can print today's letter batch and
letter batches for other dates, in case you don't
require daily print batches.
Collect! marks letters which have been printed as
done in the Debtor's Contact list.
Letters are printed only if the Address
OK switch in the Debtor form is on (marked with
an X).
Client Acknowledgement
The Client acknowledgments report prints a letter
of acknowledgment to each Client who has new
Debtors listed for the day or date range.
Daily Cash Report
The daily cash report prints a list of all Debtor
transactions, account adjustments, and Client
payments for the day or date range.
The resulting bank deposit is calculated for
cross checking purposes.
New Business Report
The new listings report shows a summary of all
new Debtors listed for a day or date range, and
the total dollar amount of the new listings.
Operator Activity Report
This is a report of completed collector Contacts.
You can report for a single day only, or for
a range of dates.
Work Cards
You can print cards for new Debtors entered into
Collect! You would usually choose to print Debtor
cards for all new Debtors at the end of each
working day.
To print cards for Debtors listed on any date or date range:
1. Open the Print menu and select Daily Reports, Work Cards.
2. Enter a start and end Debtor list date for the report.
3. Print the notices.
To print a card for any selected Debtor:
1. Open the Browse menu and select Debtors.
2. Select the Debtor you want the card for.
3. Open the Print menu and select Reports and Letters.
4. Select the Debtor card you want and then print.
This function is available in the Print menu,
Daily Reports, Work Cards option and in the
New Business menu under Debtor Work Cards.
There are several predefined cards in the report
system. The one named 'DEBTOR CARD' is the one
automatically batch printed. To choose a different card,
rename the card style you want to 'DEBTOR' and rename
the current 'DEBTOR' card to something else.
See Also
- Report Sample to view sample reports and letters
- Report Topics Index for a list of all report and letter topics
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