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Creating a Collection Table

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DESCRIPTION 

The Portfolio module is used to manage agents in your company. The following steps walk you through Creating a Collection table to a community. 

 

Step-by-Step

1. Click Portfolio and select Communities.

Select the community that you want to add a code to.

2. Under Related Links, click on Codes.

3. Under Collection Action, click on Add Code (Portfolio_Add_Code.png).

 

4. Under Code Type, ensure Collection Action is selected.

5. Under Code Alias and Name, enter in the code’s identifiers.

Code (Alias) – This is the code’s unique identifier. This field has a 2 character minimum and a 10 character maximum.

Code Name

Code Description

 

 

7. Under Linked Accounts, enter in the GL Accounts associated to this assessment code.

Income Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.

Receivable Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.

 

8. Under Collection Action Process, fill in the following information

Category Name

Description

Days

Fee

Minimum Liability

Document 

9. Click on Add (Portfolio_Add_Code_Category.png).

Repeat until you have the desired amount of categories.

10. At the top right, click on Save (Portfolio_Save.png).

 

 

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