How To Renumber Debtor File Numbers
Debtor File Number is Collect!'s UNIQUE identifier for each
account in your database. This topic steps you through using
the File Numbering utility in the Tools menu to renumber any
accounts with duplicate File Numbers.
This utility will leave all accurate File Numbers and assign
new File Numbers incrementally to any duplicates. It starts
at the highest number found and adds 1 to it. Ordinarily, this is
not necessary but you may find that you need to clean up your
filing sequence for some reason, perhaps after importing a volume
of accounts into your system.
WARNING: Please make a snapshot of your database
before trying File Numbering as it may change the File Number
for many accounts.
After renumbering, please ensure that you are satisfied with the
results. Check your transactions, notes and attachments for
any changed accounts to make sure everything looks correct.
Steps To Renumbering Debtor Files
1. Sign into Collect! in Exclusive mode and stop at the Main Menu.
2. Select Tools from the top menu bar and then select Utilities
from the drop-down choices.
3. Select File Numbering from the side menu.
4. Select YES when presented with the prompt to check the
file numbers.
5. Collect! will quickly examine all your accounts and renumber
as needed. A summary window will display the results.
If Collect! finds accounts reported to bureaus, it will
not renumber the accounts. Rather it skips them and lets you
know.
6. After the renumbering has completed, you can examine
results in the Application Log. There will be a line documenting
each File Number before and after the renumbering. Skipped
File Numbers are also logged. The type of log item is MISC.
Select System, Diagnostics to access the Application Log.
See Also
- File Numbering
|
Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.
Please click this link to send us your comments: helpinfo@collect.org