Process workspace and payment plan lists in Collections

Workspace lists and Payment Plan lists show the communications collectors are expected to send each day. Use this procedure to review, preview, and execute list items - sending emails, printing letters, and recording actions for reporting.

Steps

1. Select Worksheet and go to either Workspace lists or Payment Plan lists.
2. Select the lists you want to process and select View selected workspace lists.
3. Review items with warnings. These items are highlighted in red and contain an icon in the Warning column.
4. Review the communication type for each item:

   Icon	Meaning
   Bell	The item has no associated communication but should be tracked for reporting purposes
   Envelope	The item triggers an email or printed letter when executed
   Gavel	The item has been outsourced to a third-party collection agency

5. Review the action to be performed for each item:

   Icon	Meaning
   Printer	A letter will be printed and mailed by post
   At sign (@)	An email will be delivered to the person in the Recipient(s) column

   Note: Even when list items have no communication action, they must be completed for reporting purposes.

6. Select Preview to proofread your message before sending it to the account contact.
7. Select Execute selected workspace items, then select OK to process your work.

Review Processed List Items

Processed items are moved to the Latest processed workspace list-items queue. As the day progresses, items in this queue are moved to Processed workspace list-items. From there you can export records by selecting Download PDF of selected workspace items or Download Excel.

Warning: The workspace is refreshed daily. You must download records the same day you process them - they will not be available the following day.

Troubleshooting

Before processing workspace items, check the Import data panel in the lower left corner of the Worksheet to confirm that your data is current and valid. Red X icons in the import log indicate import or export problems - the data in Collections may be out of sync with your accounting software. Contact the Billtrust Support team if this occurs.

Related Articles

• Worksheet Overview
• Process Telephone Lists
• Use the Call Processing Page
• Create or Edit Tasks
• Review Tracking and Task Lists
• Refresh Worksheet Data

Need Help?

If list items are not appearing after selecting View selected workspace lists, confirm that the correct lists are selected and that the most recent import completed successfully. Contact the Billtrust Support team for further assistance.