Collect v5 For End Users


Duration: ½ Day


Prerequisite: No prior SunSystems or Collect knowledge is assumed. An understanding of internal procedures would be advantageous.


Who should attend: Any user who is responsible for debt collection for their organisation.


What you will learn: At the completion of this training session participants will be competent to:

  • Define basic Collect maintenance functions
  • Create allocation descriptions
  • Create and use search sets
  • Create and maintain account details
  • Set up a to-do list
  • Produce reports to analyse data


Course Content - Collect v5 for End Users for SunSystems



Introduction and Overview

  • Creating new payment notes
  • Using to-do lists
  • Running search sets
  • Generating debtor statements

Maintaining Collect Details

  • Creating new action codes
  • Defining new contact categories
  • Creating address records and contact details for debtor accounts
  • Defining default invoice and statement comments and details
  • Determining allocation description
  • Creating and running search sets
  • Performing global update
  • Customising Collect options

Additional Features

  • Viewing account statistics
  • Drilling down to transaction details
  • Splitting transactions
  • Archiving notes
  • Using search sets to update allocation markers
  • Updating account analysis codes & account status in SunSystems using Collect account analysis update
  • Performing a customer details inquiry
  • Adding attachments to notes
  • Emailing notes
  • Reprinting invoices
  • Planning your time
  • Finding an account

Collect Reporting  

  • Ageing summary report
  • Ageing details report
  • Debt recover analysis report


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