The Pending tab is used to manage new external collection transactions prior to posting them. Use the Pending tab to manage the service fee lines of guarantor accounts that have been selected and queued for transfer from active AR to external collections.

The Pending tab is a temporary storage area for the service fee lines of guarantor accounts that have been selected and queued for transfer from active AR to external collections. These service fee lines are pending external collection transactions in external collections. The selection process can be managed either through the automated external collections process* or manually by adding them from active AR, internal guarantor collections, or external collections. To add service fee lines to the Pending tab manually from external collections, use the Add button.

Pending external collection transactions remain on the Pending tab until they are posted, unless they are posted automatically through the automated external collections process. If service fee lines are posted automatically, the service fee lines bypass the pending queue and go directly from active AR to external collection transactions, which are listed on the Transactions tab. The EXCOL activity code is entered on the SVCFE line in active AR as pending with a negative amount for the outstanding balance. The pending external collection transactions will remain in the pending queue until they are denied or posted. Upon posting, the balance of the service fee line in active AR will be zero. The balance of the external collection transaction will be the amount of the outstanding balance that was transferred to external collections.

Pending external collection transactions can be posted one at a time, in a group of two or more, or all at once. Pending external collection transactions must be posted to transfer the service fee lines from active AR to external collections. Posting is part of the approval process. If the practice is configured for automated external collections, any service fee lines transferred manually will not be posted through the automated external collections process. Any external collection transaction created manually must be posted through external collections. To post pending external collection transactions, use the Post All or Post Selected button.

An external collection transaction can be transferred from the pending queue back to active AR prior to posting through the denial function on the Pending tab or after posting through the reversal function on the Transactions tab. You can only deny one pending external collection transaction at a time. To deny the transfer to external collections, use the Deny button.