Credit Control

Credit Control

The 'Credit Control' module in Decorus automates chasing of arrears using a configurable set of rules.  

Before you start setting up the new rules in the ‘Credit Control’ module, you have to set up the ageing periods in Decorus for Sage. To do this, select ‘Aged Balances’ in the ‘Tenancy’ module.


Then set ageing period accordingly.


After you have set the ageing periods you can start your work on the ‘Credit Control’ module.

To access ‘Credit Control’, go to the ‘Tenancy’ module and select ‘Credit Control’


The 1st step is to set up all the ‘Rules’.


‘New Rule’


‘Credit Control Rule’ will appear; this is where you have to set up requirements for your 1st rule.

Start with ‘Criteria’.

 

 

If you select ‘Is or Isn’t’ a drop down menu will appear to select previous rules


If you select ‘Is or Isn’t’ a drop down menu will appear to select previous rules



If you select anything other than ‘Not Used’ you can then enter ‘<, > or =’ and the amount





If you select ‘Is or Isn’t’, you can select a tag


If you select anything other than ‘Not Used’ you can then select the days


If you select anything other than ‘Not Used’ you can then select the days


 



This is generally kept at ‘Not Used’ as the average payment days are worked out from Sage

 

If you select anything other than ‘Not Used’ you can then select the days


You can select either ‘Yes’ or ‘No’

 

You can select either ‘Yes’ or ‘No’

 

The symbols are –

‘=’ – equal to

‘<’ – less than

‘>’ – greater than

‘<=’ – less than & equal to

‘>=’ – greater than & equal to

 

Make sure the rule is set up to be ‘Active’


Once your ‘Criteria’ is set, move to ‘Action’.


Make sure that for each action you configure the correct template


All your ‘Templates’ are set in ‘Preferences’


 ‘General’ tab in ‘Documents’


 

You can configure additional charges against the tenant for late payment (see below)



Type- always ‘Invoice’

Nominal- correct nominal code from your nominal ledger

Description- type correct description (default : ‘Late Payment Fee’)

Net- net value

VAT- correct VAT code (1- if you charge VAT on your service, 9- if you are not VAT registered)

‘OK’ to confirm charge

Once all ‘Criteria’ and ‘Action’ are set, click ‘Save’.


Your 1st rule will appear in the ‘Credit Control Rules’ window.

You can add as many rules as you wish, with all different criteria’s.

Once all rules are in place just click ‘Run’ credit control.


When you click ‘Run’ Decorus for Sage will print any letters, send any SMS, setup any calls to be followed and will send emails to your Decorus for Sage outbox. These are then sent from the email centre within Decorus for Sage.







    • Related Articles

    • Client Control

      more to come

    • Configuring Users

      Go to the ‘User List’ in the ‘Overview’ module. Note: ‘User Lists’ will only be available to Users with administrator rights. This brings you to the ‘User Admin’ window. From here you can add a new user, edit an existing user, delete an existing user ...

    • Paperless Link

      The Paperless integration with Decorus speeds up the process of entering supplier invoices. Either scan or attach the supplier invoice then click on ‘Get Document’ to attach into Paperless Now you want to apply the journal type ‘PI’, to do this click ...

    • Workflow

      Decorus features workflow throughout the modules in the software. To configure your workflow you will need to edit your settings in 'Preferences'. The ‘Workflow Checklist’ allows you to have a pre-set process to follow for your tenancies. You can ...

    • Fixed Service Charges

      If you use a default service charge for your properties you can create this alongside the rent schedule.  To set this up, click on the spanner icon then double click on the data path. In the next window, select ‘Company Nominals’. Enter your default ...