Forward an Account to an Outside Collection Agency

Forwarding allows you to send a single debtor account to an Outside Collection Agency.

Step 1: Open the debtor that you want to forward.

Step 2: Navigate to Operations àForwarding àForward Account(s) to an OCA.  The “Forward Account(s)” dialog box opens.

Step 3: Select the Outside Collection Agency that you would like to forward an account to from the “Select the OCA” drop-down list.

Step 4: Select “Include in next batch sent to OCA” to place the account into the forwarding queue to process later and send to the OCA. Unchecking marks the account as forwarded, but it will not be included in the next file sent to the OCA.

Step 5: Select the account to forward, and click “Forward”.

Step 6: Click “Yes” in the “Confirm Forward to OCA” window to confirm the forwarding.

Please note:

• If you checked “Include in next batch sent to OCA” then you will still need to process the Queued Forwarded Accounts. Click hereto see that process.
• If you unchecked “Include in next batch sent to OCA”, then the account is flagged as forwarded, but isn’t going to be sent to the forward agency.

Several places now display that an account has been forwarded.

• The “Accounts” pane at the bottom of the Debtor Screen:
   

• The “Account” screen:

  

  The “Notes” tab, on the debtor screen: