Review tracking lists

Tracking lists are like audit logs - they group items such as disputes, broken payment plans, and divergent payment behavior. Tracking lists are useful for reporting and internal communication. You can find tracking lists on the Worksheet, below the telephone and payment plan lists.

Work with Tracking Lists

• Select a list or row to view the items it contains, then select the account name to open the account record.
• Label a list or row by hovering over the tag icon and selecting Track, Trace, or Inform. An item can have only one label at a time.
• Filter by label using the Track, Trace, and Inform filters to narrow the list to items with a specific label.
• Select Hide empty to hide empty rows from the list.

Tasks Panel

The Tasks panel is located at the bottom of the Worksheet and contains your to-do items. To create or complete tasks in the Tasks panel, see Create or Edit Tasks in Collections.

Related Articles

• Worksheet Overview
• Create or Edit Tasks in Collections
• Process Workspace and Payment Plan Lists
• Process Telephone Lists in Collections
• Refresh Worksheet Data

Need Help?

If tracking lists are not appearing on the Worksheet, confirm that the most recent import completed successfully. Contact the Billtrust Support team for further assistance.