All Active Tickets
Welcome to the Collection Menu!
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Welcome to the Collection Menu!
Last updated
Was this helpful?
Effectively manage your debtors and minimize losses with our robust Collection Tickets System.
Automatically generated for missed Allps installments and manually created for other payment methods, each ticket provides essential details to guide your recovery efforts.
Prevent new loans for borrowers with outstanding debts and maintain a clear overview of your collection process.
Start by heading to the collections menu and selecting the "All Active Tickets" option. This will display a comprehensive list of all currently outstanding collection tickets.
As seen below, all collection tickets are grouped into various categories which makes it easy to gain a quick overview.
By choosing a specific category, you'll see a dedicated table that only shows collection tickets relevant to that category.
New Today
Displays collection tickets created on the current day.
Action Overdue
Displays collection tickets that require immediate action.
Actioned Today
Displays collection tickets that were addressed today.
Actioned Previously
Displays collection tickets that were addressed in the past.
Follow Up Today
Displays collection tickets requiring follow-up actions today.
Follow Up Future
Displays collection tickets with scheduled follow-up dates in the future.
Follow Up Overdue
Displays collection tickets whose follow-up dates have passed.
Rescheduled Today
Displays loans rescheduled on the current day.
Rescheduled Future
Displays loans scheduled for rescheduling in the future.
Rescheduled Lapsed
Displays loans whose rescheduled dates have passed.
Due Future
Displays loans with future due dates.
Temporarily Suspended
Displays collection tickets that are currently suspended.
Completed Today
Displays collection tickets closed on the current day.
Cancelled Today
Displays collection tickets canceled or written off today.
After selecting a collection ticket category from the available ticket categories, you will be presented with a table of results.
To assign a collection ticket to an operator, simply select an operator by selecting one from the dropdown of the Assigned to column of the results table.
To set a future follow up date to a collection ticket, simply chose a date from the date picker after selecting the corresponding Follow Up column.
Select an individual ticket from the results table to explore detailed information and take further action such as contacting debtors or updating ticket status.
From a managerial point of view, the number of collection tickets assigned per category can be overwhelming. For better analysis of the current state of your collection, we suggest using the Collection Summary feature.
Accessing the Collection Summary Feature
To access the Collection Summary feature, follow these steps:
Select the dropdown arrow.
Choose the "Collection Summary" option.
Using the Collection Summary Feature
Once you select the "Collection Summary" option, you will be presented with a dialog box prompting you to choose a grouping for your collection ticket totals. Available grouping options include:
Area
Assignee
Repayment Type
Branch
Viewing Collection Summary Results
After selecting a grouping, the system will display a summary table showing the total count of collection tickets for each selected group.
Once you find a specific client's collection ticket, you'll land on a dedicated screen packed with helpful information. This screen features a clear and concise summary table that highlights the client's current overdue status and debt details.
As the assignee with collection rights, you have the authority to close a ticket when appropriate. Understanding the various statuses allows you to exercise this discretion effectively, ensuring a smooth collections workflow.
Simply select an action from the panel of actions located in the bottom right corner of the screen. Every action you select is automatically logged and linked to the client's profile, ensuring a clear audit trail.
Understanding Collection Ticket Statuses:
Each collection ticket reflects a specific status based on the current outstanding balance and due dates. Knowing what these statuses mean is crucial for efficient collection management.
New
New Ticket that has only been created recently.
Actioned
Ticket has been actioned previously
Rescheduled
The debit order has been rescheduled.
Cancelled
Collection Ticket Cancelled
Discounted
The principal collection amount has been discounted.
Suspended Temporarily
Ticket has been suspended for the day (used to bypass the block when creating a new loan).
Click on the secondary options button to reveal additional options.
To post a new loan transaction (receipt / refund) select the View Client Ledger option.
To edit the instalment date or other promissory parameters, select View Promissory option.
To perform any further client or loan maintenance, select the View Client or View Loan options.
Related Links
Editing the Promissory
Select the icon to send a mail to the client.
Select the icon to send an SMS to the client.
Select the icon to call the client.
Select the icon to attach a follow up note.
Select the icon to assign to a diffrent user.
Select the icon to assign to a diffrent branch.
Simply select the "close" " option located in the panel of options and select a corresponding status.
Assigned to and Follow Up columns in the result table.New Status dropdown
