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Complete this task to retrieve eligible service fee lines from active AR and to select them for transfer to external collections.
The Add function retrieves all eligible service lines from guarantor accounts in active AR. After the service fee lines are retrieved from active AR, the service fee lines are listed on the Add External Collection Transactions window. When this window is first opened, all eligible service fee lines are listed. Use the Search button to filter the service fee lines by outstanding balance, age, or both. If there are no eligible service fee lines to retrieve from active AR, the Add External Collection Transactions window is blank. You can select one or more service fee lines for transfer, but only those service fee lines that have an outstanding balance in guarantor responsibility. You cannot transfer service fee lines that have zero or credit balances.
Step-By-Step Guide
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1 | From the External Collections / Pending tab, click Add. The Add External Collection Transactions window opens. | |||||||||||||||||||||||||||||||||||||||||||
2 | Open the Practice drop down list and select the practice for which you are searching for service fee lines to transfer to external collections. | |||||||||||||||||||||||||||||||||||||||||||
3 | (Optional) Enter the additional search criteria in the appropriate fields:
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4 | Click OK. The Add External Collection Transactions window opens. |
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5 | Review the service fee line items. | Only those service fee lines that have an outstanding balance in guarantor responsibility are displayed. Information displayed for the service fee lines include:
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6 | Mark the Select checkbox for each service fee line item of guarantor accounts for transfer from active AR to external collections. |
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7 | Click OK to transfer the selected service fee line items to external collections and close the Add External Collection Transactions window. |
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