Advanced Concepts Seminar

Advanced Concepts Seminar

Advanced Concepts seminars offer in-depth examinations of a variety of Collection-Master features. The topics which receive extra emphasis usually change from one seminar to the next.

1. ODBC
      a. Union query using MASTER and HISTORY to recreate 5 year profit analysis
      b. Recreate a remittance report with COLBILLS
      c. Recreate End of Day with EODS
2. Payment Recognition
      a. New PMTRECOGNITIONEXTENSION.TXT to identify SIF and overpayments
      b. PSCHEDBPJ.TXT to identify BPJ
3. CM EDI
      a. Fix account cards
      b. Update internal/related party files
      c. Correct interest
4. Documents
      a. Consolidate forms library with Smart Documents
      b. Assign document types
5. Diary chains that “police” themselves
      a. Using Smart Documents to identify claim activity and chain to appropriate next action
6. Data export utilities
      a. YGC paperless export
      b. Export ACTIVE
      c. Export FINSUM
      d. Export FINAN
      e. Export TRACK.USR
      f. Install separate PERM drivers for ODBC
7. Overlooked features
      a. Merge Pop
      b. WPScripts
      c. RTF Instant merge
      d. Assignment tables

Questions and Answers