Global Collection Event Tab

Global Collection Event tab definition

Title

 

Description

Collection Activity Type

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

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 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..

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.

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. .

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Edit List of Invoices Tab