All Active Tickets

Introduction - What are collection tickets?

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.

Basic Navigation

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.

⚡ Quick Actions Feature

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.

📊 Collection Summary Feature

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:

1. Select the dropdown arrow.

2. 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.

Actioning a Collection Ticket

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.

Collection Actions

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.

Updating the Status of a Collection Ticket

Secondary Options

Click on the secondary options button to reveal additional options.

1. To post a new loan transaction (receipt / refund) select the View Client Ledger option.

2. To edit the instalment date or other promissory parameters, select View Promissory option.

3. To perform any further client or loan maintenance, select the View Client or View Loan options.