About the Accounts page

The Accounts page in Collections provides a comprehensive overview of all the accounts you manage. Review key information such as procedure status and overdue balances at a glance.

Navigation: Select Accounts from the top navigation menu.

Select the funnel icon to filter the table by column attributes. Select Clear all to remove applied filters.
Select the Excel icon at the bottom of the table to export the current view as a CSV file.

Aging Balance

This table sorts overdue invoices into one of seven columns depending on their age. Each balance is tagged with one or more coloured dots that represent payment statuses. Use these visualizations in conjunction with filters to priorities your work.

Account Hierarchies

Organise and manage accounts in a parent-child structure, enabling visibility and reporting across related accounts within a unified hierarchy. Use this table to see the hierarchies you have created, the number of accounts within each hierarchy, and the outstanding balance across all accounts.

Accounts with Open Disputes

Review open disputes account by account. See the reason for each dispute, the disputed amount, and the age of the case. Select an account name to open the account record. Select the funnel icon to filter the table by column attributes.

Insured Accounts

Collections integrates with external credit risk service providers, including Atradius, Coface, and Trade Information, to perform credit risk assessments and ongoing monitoring. If your organisation has one of these integrations enabled, you can manage account credit risk directly from Collections. Credit risk data refreshes on a nightly basis.

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