Global Collection Event Tab

 

Global Collection Event tab field definitions

Title

Description

Collection Activity Comment

Required. A detailed description of the collection activity.

pencil-small    Clicking the  icon opens a screen where the complete collection activity comment is displayed.

Collection Activity Date

Required. Use the calendar tool to select the date the collection event occurred or enter a date in the format mm/dd/yyyy.

Collection Activity Type

Required. The type of collection activity. Existing collection activity types may be retrieved from the list or from the lookup.

Completed Date

Optional. Use the calendar tool to select the date when the follow up action was completed for this collection event or enter a date in the format mm/dd/yyyy.

pencil-small    This date can be updated via the Collection Event document when the collection activity is complete.

Follow-up Date

Optional. Use the calendar tool to select the date when follow up action should be taken on this collection event or enter a date in the format mm/dd/yyyy.

pencil-small    The Tickler Report uses this date to help AR collectors monitor collection activities.

More:

List of Invoices Tab