Automated Collections Fields

The Automated Collections home page contains the Send Reminders and Send Customer Statements tabs. You can drill down to view:

The companies that reminders or customer statements will be sent from.
The sales invoices that reminders will be sent for.
The invoices that have been excluded from the reminder process.
Accounts that have been excluded from the customer statement process.
Reminders or customer statements that have errors.
Reminder or customer statement 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 Send Reminders section contains the following fields.

Field	Description
Attachments	The number of Conga attachments for each company included in the reminder rule.
Errors	The number of errors. Click 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.
Uses Conga	Indicates that the rule uses Conga to create invoice attachments for the reminders.

Buttons

The Reminders section contains the following buttons.

Button	Name	Description
	Collapse All	Collapses all lines in the table to display only the top level information.
	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.
	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.
Manage Attachments	-	Displays the Manage Attachments window. You can use this window to manage Conga attachments for your reminders.
	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 the 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.
Has Attachments	Displays the number of Conga attachments associated with the company or account.
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. Note: Error messages are truncated due to column width restrictions. Expand the column to view the full error message.

Manage Attachments

The Manage Attachments window is available from both the Reminders and Customer Statements tabs. The fields that display depend on whether you are sending reminders or customer statements. It contains the following tabs:

Conga Dashboard. This tab displays the Conga Batch Dashboard. For details of the fields refer to your Conga documentation.
Add Attachments. This tab displays the fields listed below.

Fields

Manage Attachments - Add Attachments Fields
Field	Description
Company	The name of the company. This field is only displayed when you are creating attachments for customer statements.
Conga Batch ID	The ID of the Cong Batch. Auto-generated by Conga.
Conga Batch Name	The Name of the Conga batch.
Reminder Rule	The ID of the Reminder Rule. This field is only displayed when creating attachments for reminders.

Buttons

The Manage Attachments window contains the following buttons.

Button	Name	Description
	Information	Displays information on the toolbar functions.
Launch Conga Batch	-	Displays the Conga Batch window, so that you can launch the batch process to create attachments for the selected reminder rule.
Search	-	You can use the search to find specific Conga batches or reminder rules.

Send Customer Statements

The Send Customer Statements 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 Customer Statements permissions assigned.

Fields

Send Customer Statement Fields
Field	Description
Attachments	Displays the number of attachments associated with the company. If this number is less than the number of statements to send, click Manage Attachments to create the customer statement attachments for the company.
Errors	The number of errors. Click to view details of the errors. For more information, see Customer Statement Errors.
Excluded	The number of customer statements excluded. Click to view details of the statements that were excluded.
Filters	Displays details of the filters applied to the table.
Name	List of the customer statement rules that you have set up, ordered by statement due date. The companies associated with each rule also display.
Sent	The number of customer statements sent. Click to view details of the statements that were sent. For more information, see Customer Statement Logs.
To Send	The number of customer statements to be sent for each rule. Click to view details of the outstanding statements.
Uses Conga	Indicates that the rule uses Conga to create attachments for customer statements.

Buttons

The Send Customer Statements tab contains the following buttons.

Send Customer Statement Buttons
Button	Name	Description
	Collapse All	Collapses all lines in the table to display only the top level information.
	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.
	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. Customer Statement Rule. You can search and select multiple customer statement 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.
Manage Attachments	-	Displays the Manage Attachments window. You can use this window to manage Conga attachments for your customer statements.
	Refresh	Refreshes the information displayed in the grid.
Search	-	You can use the search to find specific companies or rules.
Send	-	Sends the customer statements for the selected customer statement rule.

Customer Statements To Send Fields

This window displays the following additional fields.

Customer Statements to Send Fields
Field	Description
Account	A lookup to the customer account that the statement was sent for. Click the account name to view the account details.
Has Attachments	Indicates whether the customer account has a Conga attachment.
Last Sent Date	Displays the date that the last customer statement was sent for the account.
Outstanding Value	The outstanding amount in the document currency.
Reason for Exclusion	You can enter a reason for excluding a customer statement from the statements process. Up to 80 characters in length. The exclusion reason is displayed until you send the statement. Note: Reasons for exclusion are truncated when you save them due to column width restrictions. Expand the column to view the full reason.

Customer Statements Sent Fields

This window displays the following additional fields.

Customer Statements Sent Fields
Field	Description
Account	A lookup to the customer account that the statement was sent for. Click the account name to view the account details.
Customer Statement Log Reference	A lookup to the customer statement log. Click the reference to view the customer statement log details.
Customer Statement Sent Date	Date that the customer statement was sent.
Log Type	The customer statement log type. For sent statements this is always "Information".

Customer Statements Excluded Fields

This window displays the following additional fields.

Reminders Excluded Fields
Field	Description
Account	A lookup to the customer account that the statement was sent for. Click the account name to view the account details.
Customer Statement Log Reference	A lookup to the customer statement log. Click the reference to view the customer statement log details.
Log Type	The customer statement log type. For excluded statements this is always "Excluded".
Outstanding Value	The outstanding amount in the document currency.
Reason for Exclusion	You can enter a reason for excluding a customer statement from the statements process. Up to 80 characters in length. The exclusion reason is displayed until you send the statement. Note: Reasons for exclusion are truncated when you save them due to column width restrictions. Expand the column to view the full reason.

Customer Statements With Errors Fields

This window displays the following additional fields.

Customer Statements with Errors Fields
Field	Description
Account	A lookup to the customer account that the statement was sent for. Click the account name to view the account details.
Customer Statement Log Reference	A lookup to the customer statement log. Click the reference to view the customer statement log details.
Error	The detailed error message generated when the error occurred. Note: Error messages are truncated due to column width restrictions. Expand the column to view the full error message.
Log Type	The customer statement log type. For customer statements with errors this will always be "Error".