Credit Controller Notes

Select a desired date range at the top. Default will be for the past year.

Results show the users, the last date they entered a credit control comment and the total number of Notes, Letters, and Emails that were sent.

Click on the users name and you will be taken to the details page where you can see and filter by any of the below columns

Click on any of the above clients or their ID and you will be taken to the Accounting Tab of the account. These credit control notes can also be seen on this account view.

Credit Controller Note Import

Navigate to the menu Credit Control -> Import Credit Controller Notes. In the Name field, choose either:

• Name ID is the system’s Name ID: If the ID in the template is the system Name ID, the template will attach the notes to that same system’s Name ID.

• Use the Legacy ID to Derive the system Name ID: The ID is the legacy ID in the sheet and connects to a new or existing system’s ID.

Click the button “Download Template” and an excel sheet displays on your desktop. Fill out the column values according to the section below titled Template. Save the data to your desktop and then click the “Select” button on the import screen. Browse for the file to upload to the system. Click the “Test Import File” button and the system alerts you to any errors in the spreadsheet.

If there are errors, remove the sheet from the screen by clicking the x red button. Resave the file and retest the import. Repeat until you get a successful test.

Click the button “Import File” and this uploads the template and vendor IDs into the system. You can view the new vendors when you search for them in the client overview screen.

Template

Field Name	Example	Data source	Mandatory/ Optional
Credit Controller ID	SHIGH	ID of the controller which must match the value in the system	Mandatory
Client ID	14009	Client ID value which must match the system’s Client ID	Mandatory
Name	Navajo Weavers	Client Name; free format of alphanumeric entry	Optional
Comment Date	4/10.2019	Date of the credit control note date format	Optional
Comment Time	5:28	Time of the credit control note in the HH:MM format	Optional
Comment	testing 2019.2	Alphanumeric free form entry which is the credit controller note	Mandatory

Search for the credit control note in the Customer Overview screen. Scroll to the shutter “Credit Control Notes” and the note with the date and time display for the customer.