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Financial Training Seminar |
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This two-day seminar will
teach the “financial” skills, including internal
financial data files, posting payments, cost
disbursements, bank deposits and reconciliations. This is a great opportunity to train new
employees.
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[1-2-1-1] Forwarder File:
Demographics Screen |
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Forwarder Demographics: EDI
Information |
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Forwarder Demographics: Defaults |
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Forwarder File: Accounting
Screen |
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Collection Order Buckets |
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Rapid Retail |
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Forwarder File : Action Codes
Screen |
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[F9] Instant On-Screen
Statistics |
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[1-2-1-1-F9-F1] Placement
Analysis |
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[1-2-1-1-F9-F2] Collection
Analysis |
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[1-2-1-1-F9-F3] Cost/Fee
Remittance Analysis |
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[1-2-1-1-F9-F4] Diary Analysis -
Date Received |
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[1-2-1-1-F9-F5] Diary Analysis -
Diary Date |
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[1-2-1-1-F9-F6] Internal Data
File Status Analysis |
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[1-2-1-1-F9-F7] Placement and
Collection Analysis (By Date) |
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INTERNAL FILES |
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Court/Clerk File: Demographics
Screen |
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Clerk/Court File: Filing Fees
Screen |
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Clerk/Court File: Special Rates
Screen |
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Sheriff File: Sheriff File
Screen |
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ACCOUNT CARD |
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Collector Account Card |
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Disbursements Account Card |
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Legal Account Card Field
Descriptions |
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Legacy Account Card Description |
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Account Card Financial Trail |
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View Billing |
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SETUP OPTIONS |
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1-S-4 System Setup Default Menu
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1-S-4-1 New Claim Defaults
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1-S-4-1 Interest and Fee Rates |
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1-S-4-1 Debtor Options |
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1-S-4-1 Interest Settings |
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1-S-4-1 Claim Display |
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1-S-4-2 Legal Defaults
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1-S-4-2 Statutory Attorney Rates |
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1-S-4-2 Calculate Interest On |
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1-S-4-3 Financial Defaults:
Collections |
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FINANCIAL SETUP |
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[2-S] Financial Setup
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[2-S-1] Sliding Commission
Scales: |
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[2-S-2] Set Up Disbursements
Menu |
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[2-S-3] Trust Account
Maintenance |
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[2-S-4] Mileage Chart |
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[2-S-5] Swap Interest Rate |
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[2-S-6] File Fee Structure Setup |
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[2-S-7] Reset Check Numbers |
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[2-S-8] Lock Financial Data
Files |
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[2-S-9] Un-Lock Financial Data
Files |
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[2-S-Z] Create ‘FOW####’ Files |
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POSTING FINANCIAL
TRANSACTIONS |
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[2-1-1] Post Payments |
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[2-1-1-1] Payment from Debtor |
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[2-1-1-1] Payment from Debtor |
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[2-1-1-2] Recovering Costs via
Direct Payments |
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[2-1-1-3] Settlement Payment |
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[2-1-1-4] Collect and Hold
Payment |
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[2-1-1-5] Remit on Collect and
Hold Payment |
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[2-1-1-6] Payment with Special
Dictate Fees |
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[2-1-1-7] Payment w/ Special
Collection Order |
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[2-1-1-8] Payment from Agent |
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[2-1-1-9] Repossession of
Vehicle |
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[2-1-2] Post Financial
Transaction Options |
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[2-1-2-1] Suit Requirements
Received |
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[2-1-2-2] Direct Payment |
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[2-1-3] Cost Disbursement
Options |
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[2-1-4] Transaction Reversal
Program (NSF) |
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[2-1-5] Special Account
Transfers |
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[2-1-6] Manual Transaction
Option |
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Transaction Advice Screen |
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Commercial vs. Retail
Transactions |
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RETAIL REPORTS |
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[2-2-1] Retail Cost Bill Options |
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[2-2-1] Retail Cost Bill Details |
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[2-2-2] Retail Fee Bill |
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[2-2-3] Retail Remittance Report |
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[2-2-4] Retail Collection
Summary |
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[2-2-5] Marking Cost Bill as
Paid |
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[2-2-6] Marking the Fee Bill as
Paid |
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[2-2-9] Retail Utilities |
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[2-2-9-1] Reverse Final Cost
Bill |
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[2-2-9-2] Transfer Costs in
Remittance Report to Cost Bill |
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[2-2-9-3] View/Modify Remittance
and Release Dates |
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[2-2-9-4] Reverse Final Fee Bill
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[2-2-9-5] Transfer Fees in
Remittance Report Back to Fee Bill |
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[2-2-9-6] Reverse Last
Remittance Report |
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[2-2-9-7] Sort Retail
Cost/Remittance Files |
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DAILY REPORTS |
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[2-3] Daily Reports |
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[2-3-1] End of Day Summary |
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End of Day Procedures |
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Reconciliation Worksheet Support
Form |
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[2-3-4] Earnings Summary |
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[2-3-6] Financial Summary |
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[2-3-Z] Costs Summary |
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MONTHLY FINANCIAL REPORTS |
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[2-4-1] Reconcile Statement |
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[2-4-2] Total Costs All Files |
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[2-4-5] Five Year Profit
Analysis |
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[2-4-6] Collect and Hold Report |
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[2-4-7] End-of-Day Totals Report |
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[2-4-8] Internal Earnings Report |
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[2-4-9] Forwarder Statistical
Recap Report |
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[2-4-Z] Distribution of
Statistical Reports |
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[2-4-Y] Tier Reports
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[2-4-X] Internal Statistical
Reports |
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[2-4-W] Itemized Reports |
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[2-5] Print Batch Cost/Remit
Checks |
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[2-6] On-Screen Statistics |
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[2-7] Commercial Reports |
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[2-7-1] Itemized Statements |
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[2-7-2] Aged Billing Report |
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[2-7-3] Pending Remittances |
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[2-7-4] Cross Deduct Invoices |
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[2-7-5] Modify Remittances |
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[2-7-6] Modify Invoices |
