Page History

Complete this task to transfer a pending external collection transaction back to the guarantor account in active AR as a service fee line.

Note
You can only deny one pending external collection transaction at a time.

Step-By-Step Guide

1

From the External Collections / Pending tab, search and select the Practice to which the external collection transaction(s) is associated.

2

Select the pending external collection transaction (service fee line pending transfer) to be denied.

3

Click Deny. The Deny External Collection Transfer window opens.

Image RemovedImage Added

4

Enter the reason the service fee line is not being transferred from active AR to external collections in the Note field.

5

Click OK. The Create Collection Task window opens, asking if the user would like to create a collector guarantor task.

Image Added

Note
Click No to close the window and not create a task.

6

Click Yes. The Create Action window opens.

Image Added

7

Create the action.

Note
See Creating Collection Actions for additional information.

8

Click OK.

Info
The pending external collection transaction is transferred from external collections back to active AR as an active service fee line and no longer appears on the Pending tab. Upon denial, the balance of the service fee line in active AR returns to the amount of the outstanding balance that was transferred to external collections.
Note
Click Cancel to make no changes and close the window.