Completing Selected Action Items from Collection Activity

Procedure

To complete selected actions from Collection Activity:

1. Access the Collections Activity for a customer. How?

2. Select the action item view as follows:

3. Select the action items you want to complete by selecting the check boxes for the actions.

Note: You can select actions from multiple pages. To select all action items on a page, select the check box at the top of the first column. To select all action items across all pages, click Select All.

4. To complete the action items, click Complete.

• In All action item view, the selected actions are completed and removed from the Work Queue .

• In Latest action per invoice view, the displayed action is removed and marked Completed, and the older actions (that are not displayed) are marked in the database as System Completed.

• In Distinct customer action item view,

• the action is completed for all invoices for the customer currently in your work queue.

• If the number of action items exceeds a maximum (1000 actions), the completion is converted to a batch job that occurs during the nightly processing. Work Queue totals are not updated until the completion occurs. In the Search Results section, the information in the row that includes the customer name appears in blue text to indicate that it is marked for completion.