Automated Collections Fields

The Automated Collections home page contains the Send Reminders tab. You can drill down to view:

  • The companies that reminders will be sent from.
  • The sales invoices that reminders will be sent for.
  • The invoices that have been excluded from the reminder process.
  • Reminders that have errors.
  • Reminder logs

Send Reminders

The Send Reminders tab on the Automated Collections page contains the following fields and buttons.

Note:

Some fields and buttons are not displayed if you do not have the Accounting and Billing - Collections - Send Email Reminders permissions assigned.

Fields

The Reminders section contains the following fields.

Field

Description
Errors The number of errors. Click Pencil icon, used to display further details of the selected item to view details of the errors. For more information, see Automated Collections Fields.
Excluded The number of reminders excluded. Click to view details of the invoices that were excluded from the reminders process.
Filters Displays details of the filters applied to the table.
Name

List of the reminder rules that you have set up, ordered by the number of days before or after the due date.

The companies associated with the rule also display..

Sent The number of reminders sent. Click to view details of the reminders that were sent. For more information, see Reminders Fields.
To Send The number of reminders to be sent for each rule. Click to view details of the outstanding invoices. See Automated Collections Fields.

Buttons

The Reminders section contains the following buttons.

Button

Name

Description
Colapse All icon - a minus signbetween two horizontal lines Collapse All Collapses all lines in the table to display only the top level information.
Pencil icdon represnting the Edit function Edit Displays in the To Send, Sent, Excluded and Errors columns when their values are greater than zero. Opens a window to display additional information on the counts.
Exand All icon - a plus sign between two horizontal lines Expand All

Expands all lines in the table to display both the top level information and all associated information.

All lines are expanded by default.
Filter

Click this to display the filter panel. The filter panel contains the following elements:

  • Company. You can search and select multiple companies.
  • Reminder Rule. You can search and select multiple reminder rules.
  • Apply. Applies your selected filter criteria.
  • Reset. Clears the applied filters and resets the information displayed.

Filters are not saved if you leave the Automate Collections page.

Information Displays information on the toolbar functions.
Refresh Refreshes the information displayed in the grid.
Search - You can use the search to find specific companies or rules.
Send - Sends the reminders for the selected reminder rule.

Reminders to Send Fields

The title of this window includes the name of reminder rule that the companies and invoices are associated with. The Reminders to Send window displays the following additional fields.

Reminders to Send Fields

Field

Description

Document Number

 A lookup to the accounts and their associated sales invoices or billing documents for the selected reminder rule.

Home Outstanding Value

 The outstanding amount in the home currency.

Invoice Total

 The total invoice amount in the document currency.

Outstanding Value

 The outstanding amount in the document currency.

Reason for Exclusion

You can enter a reason for excluding an invoice from the reminder process. Up to 80 characters in length. The exclusion reason is displayed until you send the reminder.

Note:

Reasons for exclusion are truncated when you save them due to column width restrictions. Expand the column to view the full reason.

Reminders Excluded Fields

The title of this window includes the name of the reminder rule that the excluded reminders are associated with. The Reminders Excluded window displays the following additional fields.

Reminders Excluded Fields

Field

Description

Document Number

 A lookup to the accounts and their associated sales invoices or billing documents for the selected reminder rule.
Due Date Displays the invoice due date.

Home Outstanding Value

 The outstanding amount in the home currency.

Invoice Total

 The total invoice amount in the document currency.

Outstanding Value

 The outstanding amount in the document currency.

Reason for Exclusion

You can enter a reason for excluding an invoice from the reminder process. Up to 80 characters in length. The exclusion reason is displayed until you send the reminder.

Note:

Reasons for exclusion are truncated when you save them due to column width restrictions. Expand the column to view the full reason.

Reminders Sent Fields

The title of this window includes the name of the reminder rule that sent reminders are associated with. The Reminders Sent window displays the following additional fields.

Reminders Sent Fields

Field

Description

Document Number

 A lookup to the accounts and their associated sales invoices or billing documents for the selected reminder rule.
Reminder Log Reference A lookup to the reminder log.
Status The reminder status. This will be Complete for all sent reminders.

Reminders with Errors Fields

The title of this window includes the name of the reminder rule that the errors are associated with. The Reminders with Errors window displays the following additional fields.

Reminders with Errors Fields

Field

Description

Document Number

 A lookup to the accounts and their associated sales invoices or billing documents for the selected reminder rule.
Reminder Log Reference A lookup to the reminder log.
Status The reminder status. This will be Error for all reminders.
Error Message A detailed error message generated when the error occurred.