7.1.1 Credit Control Overview

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 ...