Collection Selection Single Dialog Workspace

Use this workspace to create and print collection selections for multiple customers at a time. When Maconomy selects an entry, it designates the Remainder amount for collection.

When you create a collection selection, all entries within the specified selection criteria are evaluated. Maconomy selects an entry for collection if:

  • The Electronic Collection field is selected for the entry.
  • The due date for the entry is before or equal to the specified collection date.

You can choose to select only those entries that are not already selected for collection. To do this, deselect the Overwrite Existing check box.

You can choose to select only those entries that are not being reconciled in the Customer Open Entry Reconciliation workspace. To do this, deselect the Overwrite Settled check box.