7.1.1 Credit Control Overview
The Blocks Online Credit Control module provides a range of facilities to support the management of service charge and ground rent debtors. The key features are:
- The ability to create Credit Control Cases which are used to:
- Maintain a record of discussions and interactions with leaseholders
- Track the status of particular cases
- Manage action dates for individual cases
- Create reminder letters for leaseholders and store the historic letters
- Upload additional documents to the cases
- Bulk processing functions to simplify the management of credit control
- Automatic updating of cases when payments are received
Related Articles
7.6.1 Reporting - Credit Control
A number of reports are available to support the Credit Control function: Credit Control Blocks On hold – This report lists all blocks that have been placed on-hold and are therefore not included in any credit control batch processing Credit Control ...
8.1 Overview
Accessed via the Workbench -> Agent Management -> Distribution Manager -> Any of the sub menus: Queue Desktop Mailing - significant if you are subscribed to the module History Email Audit The sub menus will improve the speed at which you access the ...
4.9.1 End of Year Processing Overview
Once all transactions have been processed for a financial year (i.e. demands raised, receipts posted, supplier invoices processed and payments recorded) the end of year processing can be performed. Firstly a set of financial reports can be run to ...
3.3.1 Suppliers Overview
The Agent Suppliers screen is where you set-up and manage the Suppliers you use for the Blocks which you manage and their expenditure. Access via the Workbench menu -> Agent Management -> Agent Suppliers The screen has column headings which show the ...
7.1.2 Credit Control Cases
he Credit Control system utilities Credit Control Cases to keep track of the interactions with a property owner. To access go to the Workbench menu: Credit Control -> Credit Control Cases The default Credit Control Cases screen will show any Cases ...