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Label

Outstanding Items

Outstanding Items

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In the Outstanding items panel you can find details on the subject's outstanding items:

Contact The name of the contact (from the debtor's Contacts register), whom you contacted regarding the debt collection.
Start By clicking this button you begin with recording of time spent when contacting the debtor, that is, you open a new record in the History subpanel.
Before doing this, you have to enter the indicator (type) for successfully or unsuccessfully performed debt collection in the Administration Panel | Program Parameters | Financials. If not set, you are warned with the error message that is displayed (see Tasks for successful and unsuccessful enforcement not defined! Define them in Settings | Program Parameters | Financials | General).
End After you have successfully completed interviewing the debtor, you can click the End button in order to record the duration of the interview.
Unreachable If the interview has not been successfully complwted, because the debtor is unreachable, you record this by clicking the Unreachable button. Thus you make a record of the time spent for unsuccessfully calling and at the same time such a record DOES NOT COUNT as establishing contact with the customer (see Debt Collection Criteria ).
Abort If you clicked the Start button by mistake or if you want to deliberately abort the recording of time spent for debt collection, you click the Abort button. The contact which was aborted IS NOT recorded in the history of calls.

Outstanding Items List:

Account It displays the account, to which you posted the receivable. By double-clicking this field you open the Chart of Accounts register.
Currency The currency, in which the receivable was made.
Linked doc. The ID of the linked document from the journal entry line. By double-clicking this ID you open the linked document.
Value date Here is displayed the value date (due date) of the document to be paid.
Document The ID of the document from the journal entry line. By double-clicking the document ID you open it.
Balance Balance of the outstanding item for this linked document.
Debit The summary debit transactions in this linked document.
Credit Possible summary credit transactions in this linked document (possible partial payments, set-offs, and so on)

Balance of Outstanding Items

The information about the debit or credit transactions as well as balance of the selected account as seen in the outstanding items report are displayed here for documents with the set Open status after being posted:

Debit It displays summary debit transactions of outstanding items for the selected subject.
Credit It displays summary credit transactions of outstanding items for the selected subject (possible partial payments, set-offs, and so on)
Balance Balance of outstanding items for the selected subject.
Note In the Note field you can enter any text - that is the debtor's substantiation and promise made regarding the debt collection, as well as any additional notes made by the caller himself.
 

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