7.1 Introduction
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 ...
7.1.6 Types of Reminder Letters
There are two types of reminders. The Service Charge Reminders and Ground Rent Reminders. There are two SC reminders and two GR reminders (see attached files below for the default reminder templates).
7.1.5 Bulk Processing
For Agents who manage large numbers of blocks, there can be a significant number of units that are in arrears. The Credit Control system provides tools to simplify and speed-up the process of creating multiple cases and reminder letters. Cases and / ...
7.1.4 Automatic Updating of Credit Control Cases
The Blocks Online system automatically updates Cases when certain events occur: Whenever the status of a Case is changed by a user, a comment is added to identify who has altered the case Whenever a first or second reminder letter is created, a ...
7.1.3 Case Status
All Credit Control Cases are allocated a Case Status. This Status is used to assist with managing cases and for reporting purposes. The case status is also used in Batch processing, see below. The statuses are used to manage two distinct activities ...
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 ...
7.1.1 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 ...