ItsPayd - Account Maintenance

This Help File Page was last Modified on 02/12/2018

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ItsPayd - Account Maintenance

This Help File Page was last Modified on 02/12/2018

Under Development

 

The ItsPayd Account Maintenance Form is used to identify the Subscribers (Accounts) whose data will be exported to the ItsPayd system for collection.

To access this ItsPayd Account Maintenance dialog:

From the Quick Access Menu (i.e., Right-Click is any open space within the MKMS Desktop) Select Maintenance and Choose Receivables.  

From the Receivables sub-menu, Choose Pay Import and then Choose ItsPayd.  

Click the Account Maintenance option

 

Understanding the ItsPayd Account Maintenance Form:

The first step in setting up the ItsPayd integration is to Choose the Accounts (Subscribers) who are to be exported to ItsPayd for collection purposes.  

For the initial setup, the ItsPayd Account Maintenance Form provides the means to execute a mass assignment of all Accounts, if desired.  

Selecting the “Account Maintenance” option, presents following dialog.

 

HelpFilesItsPayd-AccountMaintenance

ItsPayd Account Maintenance (default view)

 

Using the ItsPayd Account Maintenance Form

 

HelpFilesItsPayd-AccountMaintenance-ExpandedView

ItsPayd Account Maintenance (expanded view)

 

As illustrated above, the ItsPayd Account Maintenance Form is divided into two sections, 1) Unassigned Accounts (on the left), and 2) Assigned Accounts (on the right).  

The Form may be expanded by Dragging the right border to the right, then Dragging the vertical Ellipse in the center of the Form (see the mouse pointer in the illustration above) to the right.

 

Which Accounts - From the “Which AccountsDrop-Down Selection List provided, Choose which accounts are to be available for assignment to ItsPayd for collection.  

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts

 

1)All - This option will insert  all Subscribers into the Unassigned Accounts section.

Refresh - Click the Refresh Icon to import those Subscriber records

 

2)Balance Due - This option allows the User to only import Accounts who owe your Company more than $ x.xx

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-BalanceDue

Balance - Enter the minimum Amount which the Subscriber must owe to be included in the lists and Press Enter.

Refresh - Click the Refresh Icon to import those Subscriber records

 

3)Dealer - This option allows the User to import Accounts that belong to a specified Dealer.

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-Dealer

Select Dealer - Click the Ellipse to open the Select Dealer dialog

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-Dealer-SelectDealer

Select the appropriate Dealer and Click OK.

Refresh - Click the Refresh Icon to import those Subscriber records who have been assigned to that selected Dealer.

 

4)Late Fee Group - This option allows the User to import Accounts that belong to a specified Late Fee Group

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-LateFeeGroup

Select Group - Click the Ellipse to open the Select Group dialog

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-LateFeeGroup-SelectGroup

Select the appropriate Late Fee Group and Click OK.

Refresh - Click the Refresh Icon to import those Subscriber records who have been assigned to that selected Late Fee Group.

 

5)Zip Code - This option allows the User to only import Accounts who are located within a designated Zip Code.  

 

HelpFilesItsPayd-AccountMaintenance-WhichAccounts-ZipCode

Zip Code - Enter the Zip Code of the Subscribers to be imported and Press Enter.

Refresh - Click the Refresh Icon to import those Subscriber records

 

Note:  Assignments instituted from this ItsPayd Account Maintenance Form are a one-time assignment.

oThis means that any new Account that meets a selected criteria will not automatically be included (assigned) in the ItsPayd Account Maintenance Form.  

oThe purpose here is to be able to quickly assign a large number of (designated) Accounts - all at one time - without the need to navigate to each Account one at a time to assign them for ItsPayd collection.  

oLater, additional Individual Account assignments are best accomplished in the Receivables section of the Subscriber Edit View.