Credit Control Note Group

• Only Users with access to the Debt admin role will be able to add Credit control note groups.

• There are some pre-configured Credit control note groups, each of which can be Edited or Locked if not required.

• The Credit control note groups are used in conjunction with the Credit Control screen which allows Notes & Reminders to be associated to a group which can then be used as a filter on the Credit Control & enquiries sections.

  Note

  The following is an example of a credit control note using "Board Report" note group.

  

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Viewing a Credit Control Note Group

Select Debt / Credit control note group from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Credit control note group in the Quick Launch Side Menu.

This will then show the Credit control note group on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Adding a Credit Control Note Group

1. Select Credit control note group from one of the options as shown above in Viewing a Credit control note group.

2. Select New.

3. Enter a Code & Description to identify the group.

   

4. Press Create.

   Tip

   Any group no longer required can be Locked to prevent it being used in error.

   

Updated February 2024