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
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 ...
4.10.4 Reporting - Block
The reporting screen provide a range of reports relating to the block. These can range from financial reports to list reports which you can print of and analyse for a better view of the data in the block. Access via the menu option: The Block -> ...
6.5.1 Reporting - Tickets
A number of reports are available in the Workbench to support the management of tickets: 1) Access the following via the menu option: Reporting -> Reporting -> Ticket Management then select from the following reports from the dropdown list Report 031 ...