Collection Letters. Purpose of this Report The Collection Letters report generates reminder letters to all clients with an A/R balance due.

Transcription

1 Collection Letters Purpose of this Report The Collection Letters report generates reminder letters to all clients with an A/R balance due. Permissions Required to Access this Report For the security group the user is assigned to they must have View Permissions for these areas: Practice under Functional Rights-Reports-Firm Library Client Profile under Functional Rights-Administration Manager-Client Reports in Foundation that are Comparable In Practice Management, the comparable report is Dunning Letters. In Practice Advantage, there is no comparable report. Report Options Available The following report options and data selections are available to determine the report contents. Options and Settings: Letterhead Information List Determines which address to use. The options are the Firm primary address or the office primary address. Include attention line Yes/No Shows or hides the attention line. Salutation List Determines which salutation to use. The options are the client information or Dear (Client Name). Closing signature List Determines which entity is the signer of the letter. The options are the Firm Name or one of the client responsible staff that is created for the firm. These are set up in the Practice List area. Cutoff date Date The last date to include transactions. Letter date Date The date appearing on the letter. Include aging Yes/No Shows or hides the aging section. Calculate aging for undistributed List Determines the date used to calculate aging. payments using Client address to use List Determines which of the client s addresses to use. Set minimum unpaid balance to Amount Establishes the unpaid A/R balance required to generate the friendly letter. qualify for Friendly letter Set number of days old for the balance Numeric Counter Establishes the A/R balance age required to generate the friendly letter. to qualify for Friendly letter Set minimum balance to qualify for Amount Establishes the unpaid A/R balance required to generate the reminder letter. Reminder letter Set number of days old for the balance Numeric Counter Establishes the unpaid A/R balance age required to generate the reminder letter. to qualify for Reminder letter Set minimum balance to qualify for Serious letter Amount Establishes the unpaid A/R balance required to generate the serious letter. RELEASE PAGE 1 OF 6 COLLECTION LETTERS

2 Set number of days old for the balance Numeric Counter Establishes the unpaid A/R balance age required to generate the serious letter. to qualify for Serious letter Client Name List Determines the format the client name will show on the letters. The options are correspondence name, and sort name. Default Data Selections: Client Office In All Optional Data Selections: Client Billing Group Client Office Financial Reporting Billing Group Client Business Unit Client Primary Service Type Line of Business Client Group Client Region Manager Client ID Client Sub ID Primary Partner Client Name Client Type Note: Manager and Primary Partner are the default Client Responsible Staff. Any other Client Responsible Staff that are created will show up in the data selection list as well. Grouping: Client Billing Group Client ID.Sub ID Financial Reporting Billing Group Sorting: There are no sorting options for this report. Fields that are displayed on this report: Firm Name The firm name Firm Address The firm address Firm City The firm city Firm State The firm state Firm ZIP The firm ZIP Letter Date The letter date Client Name The client name Client ID The client ID Attention The attention name Client Address The client address Client City The client city Client State The client state Client ZIP The client ZIP Salutation The salutation Closing Signature The closing signature Current The A/R balance amount 30 days old or less The A/R balance amount between 31 and 60 days old RELEASE PAGE 2 OF 6 COLLECTION LETTERS

3 61 90 The A/R balance amount between 61 and 90 days old The A/R balance amount between 91 and 120 days old Over 120 The A/R balance amount over 120 days old Footer The footer according to the report options setup RELEASE PAGE 3 OF 6 COLLECTION LETTERS

4 Friendly Letter: RELEASE PAGE 4 OF 6 COLLECTION LETTERS

5 Reminder Letter: RELEASE PAGE 5 OF 6 COLLECTION LETTERS

6 Serious Letter: RELEASE PAGE 6 OF 6 COLLECTION LETTERS