The key to successfully managing debtor accounts is to have all support files such as fees, payment priorities, commission schedules, transaction types and clients set up with the appropriate settings. Once this is in place, your accounting procedures will become a simple data entry process and Lariat will take care of the math. To start the process, we should first setup the items under Agency Config.
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User Management
Access Levels – Determine areas agents can access.
Agents – Add and edit users in the system.
License Management
Company Settings
Company – Setup information about your company.
Branding Logo Images
Modules – Add-on modules and information for your system.
Configuration
Globals – Different global settings used throughout Lariat.
updates and promise to pay maintenance.
Actions – Codes specifying action taken in Call Screen.
Aging – Schedules to determine aging of a debt.
Client Types - Types of clients.
Commission – Determine commission on debts.
Credit Reporting – Company information and defaults for CBR.
Client Debt Status – Name and description of debt status
Debt Status – Status codes for debts.
Debt Types – Set name and description of each type of debt.
Document Types –
Pause Reason Types –
Fees – Different fees for a debt.
Letters – Create letters for mass mailing.
Note types –
Pay Priority – Transactions priority as applied to debts.
Address –
Email –
Phone –
Result – Codes specifying a result from an action.
Transaction – Types of transactions.
Widgets
Utilities
Integrations
Runtime Errors
Epay Config
Processors
Gateways
Merchant Accounts
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Each of these settings has its own help article.