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 Cases for Action – This report lists Cases that are either past their Deadline Date or are after their Next Action Date
Credit Control Management Statistics – This report provides summary performance of the credit control function
Credit Control and Arrears – This report provides an overview of the arrears and the credit control status for all blocks / units for a specific property manager
Credit Control Case Summary – This report provides an overview of the Open credit control cases for a specific block.
Credit Control Drifters – This report identifies units that are making regular payments but the payment amounts are not sufficient to clear the outstanding balance in a reasonable period of time and / or before the next demands will be produced. The criteria for a unit to appear on the report are as follows:
- They must owe money
- Their block must allow "payment on demand or monthly"
- They must be making regular payments, defined as 3 or more payments in the last 6 months where no single payment is more than double the average payment
- The last receipt must be no more than 1% lower than the amount required to clear the outstanding balance before the next demand is issued. (Note: If two receipts are recorded for the same day then they are aggregated together to calculate the last receipt amount.)
Related Articles
3.1.4 Reporting - Workbench
Access via Reporting -> Reporting Blocks Online provides a number of reports to support staff with the management of all blocks loaded into the system. Today's report history There is a section on the right which allows you to see all the reports ...
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 ...
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 ...
7.1.7 Credit Control Settings
1. In the Block Area under Finance -> Set-Up -> Credit Control is the screen that enables the following settings to be enabled: Payment options available to leaseholders – This is used to record whether the leaseholders should pay on demand or ...
7.2.1 Creating a new Credit Control Case
To create a new Credit Control Case: Access via the menu option: Credit Control -> Credit Control Cases Then at the top right of the screen click ‘Create New Case’ A pop-up window will appear where you will need to select some mandatory fields ...