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Setting Up Special Accounts

Overview

From the Special Account Setup feature you can set up an account to have a special schedule or you can set the default view for action items on the Collection Activity screen.

A customer is set up as a special account if you would like to see the action items for the customer appear once a month or once a week.

When you add a customer as a special account, you enter the day of the week (for weekly action items) or day of the month (for monthly action items) for the due date, and determine if the action item should be created to the next or nearest occurrence of the scheduled day. Any recurring non-workdays that you set up using the Non-Workdays feature, such as Saturday and Sunday, are excluded from the Schedule Day list.

For monthly schedules, if you enter a number that is larger than the number of days in a particular month, the last day of the month is used. If the number you enter falls on a non-working day, the next business day is used.

The Special Accounts adjustment is applied to all autonomous and collector action items generated by the strategy.

Action Item View

To adjust the number of action items that are displayed for a customer, you can select one of the following as the default view for a customer's action items on the Collection Activity screen:

Show All: Shows all current and past due action items for all open invoices for the customer.

Note: If you do not set a default action item view for a customer, the Show All view is used by default.

Show latest action item per invoice: Only the most current action item for each invoice appears in the work queue. If there are multiple past due or current action items in the work queue, this view reduces the actions that are shown.
Show distinct customer action items: If the same action (currently due or past due) is associated with multiple invoices for the customer, only the oldest action item appears in the work queue. For example, if several invoices have the action to 'Call Customer', only one action item for Call Customer' appears in the work queue and this action is the action with the oldest due date. For accounts that have a large number of invoices, this view can substantially reduce the actions shown.

When you select a view for an account, by default, action items are displayed using this view when a collector accesses their work queue for this customer. However, collectors are able to change to any of the views from the Collection Activity screen.

Defining past due for the Past Due Amount (Days) field at the customer level

Using the Aging Bucket Setup feature, you can customize how the Past Due Amount (Days) A total amount past due that your business administrator can customize by entering the number of days past due an invoice must have to be included in this total, and whether the field is calculated as of the current date, or as of the end date of the current period. This amount can be customized for all customers (Aging Bucket Setup feature), and for particular customers (Special Account Setup). The (Days) is the number of days past due used to calculate the field. This field appears on the Work Queue Summary screen if your business administrator selects it. field is calculated for all your customers. You can adjust the number of past due days used for this calculation for certain customers using the Special Account feature.

For example, if a customer has certain characteristics that cause you to define past due differently, you can set a different number of past due days for that customer. You could adjust the number of past due days for a customer that is in a certain industry, or has a certain risk level, or size.

Note: You can adjust the number of past due days used, but not whether the calculation is based on the current date or period end date. The Current Date or Period End Date setting specified in the Aging Bucket Setup is used for all customers.