Daily Administration
The Daily Administration menu provides easy access to today's
payments, transactions and new business.
Payments And Charges opens the Payments and Charges
menu where you can enter Debtor and Client payments and other
financial transactions, reconcile Billing Tree module payments,
and print your Daily Cash Report.
Daily Batch Processes includes printing daily letter batches,
recalculating Debtor accrued interest and fees, and automatically
processing contacts.
New Business allows you to create new Debtor and Client
records.
You can print letters of acknowledgment to your clients through
the New Business option. A summary of all new listings for today
or for a selected date range is also available.
Browse Daysheets allows you to review your whole history
of transactions and payments.
Payments And Charges
Select this button to open the Payments and Charges
menu, where you can apply payments and charges
to Debtor accounts or to Client accounts. Here, you
can also print your Daily Cash Report.
Daily Batch Processes
Select this button to open the Daily Batch Processing
menu where you can
1. Print Scheduled Batch Letters
2. Do Batch Processing on Accounts
3. Calculate Totals on Clients, Debtors and Daysheets
New Business
Select this button to open the New Business
menu where you can
1. Create New Clients
2. Create New Debtors
3. Sort Debtor Records
4. Print a New Business Report
5. Print Client Acknowledgment Reports
6. Print Work Cards
Browse Daysheets
Select this button to view the list of all daysheets.
From there you can select the Daysheet for any
day to do various functions.
Help
Select this button for Help on the Daily Administration
menu and links to related topics.
Exit
Select this button to close the Daily Administration
menu and return to the previous screen.
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