About Setting Up Debt Collect

Debt Collect automatically creates reports and sends them in an email message. (A report is a compiled list of your borrowers who qualify to be sent to a collection agency; the report includes information about the borrowers from your Horizon database, such as borrowers’ names, addresses, phone numbers, and so forth.) Whenever you run Day End, Debt Collect gathers the information it needs from your Horizon database to create a report. It then sends the report to the collection agency or others who you want to receive reports—all automatically.

To have Debt Collect do this automatically, you must set up Debt Collect with the information it needs. You set up Debt Collect by doing these tasks:

1 Coordinating with your collection agency.

You must gather some information from your collection agency that you use in setting up Debt Collect.

(For more information, see Coordinating with the Collection Agency.)

2 Assigning the staff user to the appropriate security group with required permissions for their role with Debt Collect.

(For more information, see Assigning Security to a Staff User.)

3 Setting up the email address for the collection agency and anyone else that you want to receive reports.

(For more information, see Setting Up an Email Address.)

If you do not want Debt Collect to automatically send reports via email, skip this task and see Turning Off the Automatic Sending of Reports via Email.

4 Defining report criteria.

A report is a collection of delinquent borrowers and their related information that you send to a collection agency for the collection agency to use in collecting the fines, fees, and materials for your library. You must define what information about delinquent borrowers you and your collection agency need on a report.

(For more information, see Setting Up a Report.)

5 Setting up a group for each location for which you want a separate report generated.

When you set up a group, you also define collection parameters for borrowers from that location or locations, such as how long a borrower account can be delinquent before Debt Collect adds a borrower’s account to a report.

(For more information, see Setting Up a Group.)

6 Setting up Day End to generate the reports.

Once you set up Day End to generate the reports, then Debt Collect automatically generates and sends the reports that you have set up.

(For more information, see Activating the Day End Processes for Debt Collect.)

If you do not want Debt Collect to automatically send reports via email, you can keep it from doing so. (For example, since Debt Collect does not encrypt the borrower information in the email message, you may want to encrypt the report information with encryption software before sending it in an email message.) If you choose to turn off this feature, then you must send the reports manually using email or by printing the reports and mailing them.

This chapter assumes that you know how to use the Table Editor. (For more information, see the Horizon System Administration Guide.)

Whenever you make a change to Horizon setup, you should exit Horizon on all workstations and log back in. This assures that any changes take effect.

This chapter explains these topics:

 


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