Acknowledgement is printed after new business is posted to the system. This is to communicate to the client that collection effort has started on the new accounts.
Print Acknowledgments Navigation Menu
Print Acknowledgments UI Navigation Window
Once the Print Acknowledgments option is selected, the following window is displayed
Print Acknowledgments Window
Once new business is posted to Impact, the system can generate acknowledgments of the new business to the clients based on the following criteria.
|Referral Dates Range -||A date range for the referral of the new accounts. Only accounts with a Referral Date within this range will be included in the Acknowledgment Report.|
|Batch Range -||
New business posted to the system is grouped into batches. Each batch has a unique number. The batch range allows you to select which specific batches acknowledgments are generated for.
|Company -||The company for which acknowledgments are generated for.|
|Client Range -||A range of the clients for which the acknowledgments are generated for.|
|Acknowledgment Type -||Options are Standard and Precollect. Standard prints acknolwedgement of regular collection accounts while Precollect prints acknowledgement of Precollect accounts.|
The acknowledgments are uniquely formatted for each client, and they are setup at the client table acknowledgment tab (Impact >Tables>Company Tables>Client Table).
Add New Client (Acks Tab) Window
There can be more than one acknowledgment format and these are formatted in the client acknowledgment table.
Impact>Tables>Company Tables>Client Acknowledgment Table>Add New Client Acknowledgement.
Add New Client Acknowledgement
|Client Acknowledgment Code -||3 digit alphanumeric unique code identifier|
|Client Acknowledgment Desc -||Description of the acknowledgement|
|Client Acknowledgment Heading and Fields Setup -||
This uses the Links_Start Links_End letter formatting to pull information from the account to the Acknowledgement Report. Use the Field Dictionary at the bottom of the screen to select and insert the columns desired in the Acknowledgment Report.
Sample Acknowledment Report