To analyze collections information, click the Analysis tab at the top of the Collections window -or- click Analysis By Client or Analysis By Matter in the navigation bar.
The top area of the window displays a set of options to filter the list of Clients or Matters.
Use the options provided to define a filter and then click the Search button to display Clients or Matters that match your criteria. (To return all filter options to their default values, click the Reset button.)
You can sort Clients or Matters in the main list area by clicking any column header to toggle between sorting that column in ascending or descending order. You can also right-click a column header and select the option to add or remove columns.
Menu Options
When Analysis (whether by client or matter) is selected, the ribbon at the top of the Collections window provides the following options:
- Refresh - refresh the search results list.
- Print List - after previewing the printed format, print the list of Clients or Matters.
- Export List - save the list as an Excel file.
- Select All - select all Clients or Matters in the search results list.
- Clear All - deselect all selected Clients or Matters.
- Set Status - select a collection status for the selected Clients or Matters.
- Add History - add a new history entry for the selected Clients or Matters.
- Exclude - exclude the selected Clients or Matters from collections communication.
- Select Template - select the letter template to use for the selected Clients or Matters.
- Generate Letters - create pending letters for the Clients or Matters in the Selected For Communication list.
Creating Collections Letters for Clients and Matters
Before you can create collections letters for a Client or Matter, you must ensure that addresses are set up correctly:
- Client Addresses: If a Client has multiple addresses, one address must be designated as a primary address on the Client Address maintenance form in Juris. The primary address is used for the collections letter.
- Matter Addresses: If a Matter has multiple addresses, each address to be used must be designated as an AR Statement address on the Address tab of Matter Maintenance in Juris. A collections letter will be generated for each AR Statement address for the Matter.
Creating Pending Communications
To create a pending collections letter for a Client or Matter, select the Client or Matter and then click the right-arrow button between the list of search results and the list of Clients/Matters selected for communication. The selected Client or Matter is moved from the list of search results to the Selected For Communication list.
You can also move all Clients or Matters in the list of search results to the Selected For Communication list by clicking the double-right-arrow button .
Previewing Collections Letters
To preview a collections letter before generating it, right-click a Client or Matter in the Selected For Communication list and select Preview.
Generating Collections Letters
To generate pending collections letters, click Select Template on the ribbon to select a letter template to use for the letters. If you want to use the default templates assigned to the age periods, select (Default Template) at the beginning of the list. Click Generate Letters on the ribbon to generate the pending collections letters. (Please note that letters will be generated for all Clients or Matters in the Selected for Communication list.)
Viewing Collection Details for Clients and Matters
Double-click a Client or Matter in the list of search results to view Collection Details for that Client or Matter. Collection Details are presented on three tabs: Details, Ledger History, and Collection History.
Details Tab
On the Details tab, in addition to viewing billing information, you can click the Collection status drop-down menu to change the status, and right-click a listed bill to view the archive bill.
Ledger History Tab
Click a column header on the Ledger History tab to sort the list by that column. Repeated clicks toggle between sorting the column in ascending and descending order.
Collection History Tab
On this tab, in addition to viewing collections history for Clients and Matters on separate subtabs, you can assign follow-up dates to events and add new events by clicking the Add New button. This opens the New Collection History Entry screen.
On the New Collection History Entry screen, enter a date, type, follow-up date and details.