Accounts Receivable - Action Items

Action Items for Accounts Receivable

AR Action Items and Collection Actions / Notes

Creating a note/action item

In order to create an action item or collection activity note, you can select the icon in the “Action Item” column.

 

You will then get a pop-up where you can enter in a new action item, or see the history of action items for this invoice.



Note 1:

  1. If you are documenting a collection step taken, select today’s date, which is the default.
  2. If you are scheduling a future action, then this is the requested action date.
Note 2:
  1. This is the action type (ex: “Collection Call”, “Collection Email”, etc.)
  2. This list can be customized, please see section: AR Action Item Types Customizations
Note 3:
  1. By default your username is the assignee on any action item.
  2. You can assign any action to any Anterra user set up in your site.
Note 4:
  1. If you are scheduling out an item to be completed, you would select “Open”.
  2. If you are reporting on a collection action taken, select “Closed”.

-          Note 5:

  1. By default, Anterra closes all open action items when the invoice is paid in your system.
  2. You can remove this selection if you want an action to remain open even when paid.
  3. You will then be able to save the action item, and the grid will refresh with your latest action updates.

Viewing the Calendar

Now that you have saved an action item, you can now review it on a range of different views to help you manage the collection activity.  You will find these views in the action item menu.


From here you see all of your actions on a daily calendar which has three different views you can choose from at the top right of the screen.

Clicking on one of the items on the calendar will show more detail about the action item itself, review the action item history, or add collection activity / future actions directly from there (shown below).


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