Bad Account Listing
Accounts Receivable Menu -> Bad Debt
Write-Offs -> Bad Account Listing
A bad account customer is someone with whom there has been
trouble in the past.
By identifying customers in this Bad Account file, the
program will watch out for these customers when new accounts are
opened in Customer Information or added at
the counter "on-the-fly".
The add new customer program checks for a match on customer
name, address, telephone number, and principals names.
If a match is found for customer information on the list, a message
will display on the screen showing the bad account information, so
that staff will be warned and can check the new account application
more closely.
This helps prevent a bad account from defaulting under one name and
then changing the company name and trying to register again.
Note: This processing is separate from the bad risk customers
identified in Bad Risk Customers.
Customers identified as Bad Accounts can be viewed in the
window on the Transaction# field and a list can be printed
from Bad Account Listing Report.
The prompts to setup a Bad Account record are:
-
- TRANSACTION#
- Accept the auto assigned transaction number that is used to
track the records in this file.
A window is provided to view Bad Account
Listing Search and select from existing records.
CUSTOMER#
- Enter the customer number or select one from the Accounting Customer Search window.
NAME
- The customer name displays. This may be over-typed as
required.
This exact field is checked for a match.
ADDRESS 1
- The customer address line 1 displays. This may be over-typed as
required.
This exact field is checked for a match.
ADDRESS 2
- The customer address line 2 displays. This may be over-typed as
required.
This exact field is checked for a match.
PHONE
- The customer's phone displays. This may be over-typed as
required.
This exact field is checked for a match on both new telephone
numbers and on fax numbers.
PRINCPAL NAME 1
- The principal customer's name number 1 displays. This may be
over-typed as required.
This exact field is checked for a match.
PRINCPAL NAME 2
- The principal customer's name number 2 displays. This may be
over-typed as required.
This exact field is checked for a match.
PRINCPAL NAME 3
- The principal customer's name number 3 displays. This may be
over-typed as required.
This exact field is checked for a match.
COMMENT 1
- Enter any comments or notes.
COMMENT 2
- Enter any additional comments or notes.
WRITE OFF AMOUNT
- If this Bad Account record is being generated from Bad Debts the amount of the Bad Debt is saved in
this field. This can be over-typed as required.
DATE
- Today's date displays, or if this Bad Account record is being
generated from Bad Debts the date of the
Bad Debt is saved in this field. This can be over-typed as
required.
Finished?
- Click ACCEPT to accept the record, or CANCEL to abort.
ACTIONS:
Additional actions provided by buttons on
theBad Accounts Listing screen include:
Topic Keyword: ARBL01