How do I Deal with Debt Chasing?

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Summary

This article explains how you can use Platinum to help with your debt chasing.

More Information

For example, you called your accounts contact several weeks ago to chase a debt and when you ring again they insist you have not called. The " Debt Contacts" screen would allow you to see to whom you spoke, when and what about.

Logging Debt Contacts

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".

  • In the "Account", type in the customer's account code if known, or search for a customer.
  • You will either see a list of existing contacts, or be taken to enter a new contact automatically if there are no existing ones.
  • Press <F5> to edit an existing contact or click the [Edit] button. You can also press <F6> to create a new contact or click the [Add] button.
  • This will bring up the " Debt Contact" screen.
  • The 'Date' and 'Your Name' will be shown against the contact already.
  • Enter the 'Contact Name' in the "Contact" Field and 'Notes' in the "Notes" lines to log the contact details.
  • Enter the next contact date in the "Next Contact" Field.
  • Press <F2> to allocate the invoices to which this debt chasing contact relates.
There is other information that you can access from here easily using the following keys:
  • Press <F5> to view the documents already allocated to this contact.
  • Press <F6> to view useful account information.
  • Press <Shift+F7> to view Customer History.
  • Press <Ctrl+F8> to view or edit General Notes.

Reviewing Debt Chasing Contacts on an Account

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Review Contacts By Account".

  • In the "Account", type in the customer's account code if known, or search for a customer.

You will see all previous debt chasing contacts in date order.

  • Press <F5> to review previous contacts.
  • Press <F6> to create another contact.

Reviewing All Debts that Need to be Chased

Go to " Sales Ledger Maintenance Options Aged Debt Chasing Debt Overview".

  • There is the following range of items by which you can limit what you see.
    • "Range of Accounts From and To" - This allows you to view a range of accounts, for example all accounts beginning with 'A'. If left blank, this will show all accounts.
    • "Account Group" - This will restrict the report to look at one particular account group. Again, if left blank this will show all accounts.
    • "Unchased Debts"
      • If set to 'Yes', you will see all debts, whether or not they have been chased up.
      • If set to 'No', you can include only previously chased debts.
    • "Contacts Not Yet Due"
      • If set to 'Yes', you can filter out any debts which have been chased up and have their next contact date set in the future.
      • If set to 'No', you will see all the contacts.
  • Press <F2> to view the results.
  • Once you have the results on the screen, you can carry out the following actions:
    • Press <F2> to post another debt contact.
    • Press <F5> to view previous contacts.
    • Press <Shift+F7> to view the selected customer's history.

See also


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Keywords AND Misspellings
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