Accounting AR

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Setup AR Collection Q

1. Accounting Menu > Admin > Collection Queue Administration.  The Collection Queue Maintenance form will open
2. Click on the ADD icon.  The Collection Queue form will open.  This is where you will set up your Collection Queue(s)
3. Complete the Queue Name, Description, Contact Name and Contact Phone fields.  The Queue No. will auto-populate and the Active flag will be checked by default
4. On the Branch tab, click the Show All checkbox
5. From the Extended Menu, Select Activate All Branches, OR check one or more Branches in the Active column
6. On the Cust Sub Type tab, click the Show All checkbox
7. From the Extended Menu, Select Activate All Types, OR check one or more Sub Types in the Active column
8. On the User tab, click the Show All checkbox.  Users with the Job Role “Collection” will appear in the grid.  Note:  Admin Users are not automatically granted the Collection Job Role – this must be explicitly granted
9. On the Age Group tab, click the Show All checkbox
10. From the Extended Menu, Select Activate All Age Groups, OR check one or more Age Groups in the Active column
11. On the Company tab, click the Show All checkbox
12. From the Extended Menu, Select Activate All Companies, OR check one or more Companies in the Active column
13. SAVE the form

To access the Collection Queues created above, navigate to Accounting Menu > Accounts Receivable > Work Queues > Collection Queue