The “expense report” is generated to show how much money is being used while working a claim. Sometimes there can be small expenses that are incurred for such things as demand letters and postage. There are companies that want to know this amount so they can be reimbursed by their client.
To generate this report, select “expense report”, add a time frame and select the creditor/forwarder and then generate report. The information shown can be arranged in the order you want to see it in. When you go into the reports, there is the word “settings” next to expense report. Here you can select the column headings and there are over 20 column headings to choose from so the report generated will have the information that is important to you.
For more information on this report, visit our website or give us a call.
www.casetrackerlaw.com / 800-270-1197
Wednesday, April 21, 2010
Tuesday, April 20, 2010
Email Distribution Report
Reports are of major function in any business. They can show how things are going or they give information in order to make business decisions. The "email distribution report" is a little report that can be generated in order to see what email is associated with what claims.
Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.
If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.
As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197
Email in the CasetrackerLaw system is the predominant way information is sent to and from the company and the client. There are a couple of places in the CasetrackerLaw system where emails can be attached to a claim. When a creditor is set up, their email is attached to their contact page and claims submitted will be updated to this email address. Sometimes there are people who need to be updated regarding a claim or claims, so their email is added to the "claim emails", found in the blue tabs inside the claim and they will receive an email update.
If the email attached to a claim isn't correct, the wrong person will end up getting the wrong email update. How can this mistake be fixed? By running the "email distribution report", admininstration can see what emails are associated with the many different claims and then either delete the incorrect email or add one. Adding an email to a claim is simple. Go into the claim, select the blue tab "claim emails", add the email, click update and the new email recipient will receive the updates.
As always, visit our website for more information on CasetrackerLaw or call our office for a brief online demo. www.casetrackerlaw.com / 800-270-1197
Monday, April 19, 2010
Direct Payments Report
Running reports on the many different areas of a business is important especially if the report has to do with money. The “direct payments report” in the CasetrackerLaw system is customizable so you can decide what fields you want to see. When you click “reports”, you will notice the word “settings” next to “direct payments report”. This option gives you the power to select the fields you want to see displayed in the columns at the top of your report. One can either go into the claim by clicking the claim # or confirm the payment. If confirm payment is chosen, the claim will be removed from the outstanding payments list and the payment will automatically be confirmed in the “payments” tab.
Being able to generate a report of your choosing and having the ability to customize it as well can be a huge help when specific information is required.
For more information, call our office or visit our website: www.casetrackerlaw.com / 800-270-1197
Being able to generate a report of your choosing and having the ability to customize it as well can be a huge help when specific information is required.
For more information, call our office or visit our website: www.casetrackerlaw.com / 800-270-1197
Friday, April 16, 2010
Deposit Report
In any company, large or small, keeping up with the banking is a major concern. From when a payment is received to when that payment is deposited into the bank.
CasetrackerLaw has a built in “deposit report” that can be run at any time in order to see all the received payments. The information found in this report will tell one the exact date and amount of a payment, the check number, the claim ID, the debtor it was from and the creditor it’s for. From this information, one can decide which payments need to be deposited and by checking the boxes that run along the left side of the report and then the “deposit” button at the bottom of the page, a new report will come up with the listed payments. These selected payments will be removed from the original “deposit report” generated. Another little “help tip” for this report is that once the deposit report is generated, it can be printed and the information can be compared to your bank deposit slip and the total is calculated for you as well.
Contact us for more information on this report or any of the many features found in the CasetrackerLaw system. Visit www.casetrackerlaw.com or call 800-270-1197
Mr. Steed, the general manager of CasetrackerLaw is traveling again. He is on his way to Clayton, NC to visit his grandchildren. While there he will be checking out the 14th Annual Pleasure Island Chowder Cook-Off, Sat. April 17th at Carolina Beach Lake, in Wilmington, NC. On the way back he has planned a stop to visit with Chris Kropac of PCI Group, Inc. in Ft. Mill, SC, an affiliate of CasetrackerLaw.
CasetrackerLaw has a built in “deposit report” that can be run at any time in order to see all the received payments. The information found in this report will tell one the exact date and amount of a payment, the check number, the claim ID, the debtor it was from and the creditor it’s for. From this information, one can decide which payments need to be deposited and by checking the boxes that run along the left side of the report and then the “deposit” button at the bottom of the page, a new report will come up with the listed payments. These selected payments will be removed from the original “deposit report” generated. Another little “help tip” for this report is that once the deposit report is generated, it can be printed and the information can be compared to your bank deposit slip and the total is calculated for you as well.
Contact us for more information on this report or any of the many features found in the CasetrackerLaw system. Visit www.casetrackerlaw.com or call 800-270-1197
Mr. Steed, the general manager of CasetrackerLaw is traveling again. He is on his way to Clayton, NC to visit his grandchildren. While there he will be checking out the 14th Annual Pleasure Island Chowder Cook-Off, Sat. April 17th at Carolina Beach Lake, in Wilmington, NC. On the way back he has planned a stop to visit with Chris Kropac of PCI Group, Inc. in Ft. Mill, SC, an affiliate of CasetrackerLaw.
Thursday, April 15, 2010
Collector Work Log Report
The “collector work log report” is the ultimate spy-ware in order to keep an “eye” on the collector’s work for any given time period.
Having the ability to view the work of a collector can be an effective way to see what claims are being worked and how long the collector is staying on the phone with each one or how much time evolves before the next call is made.
This report is simple to use and can be generated at any time. The generated report will show a table with the date and time listed first and then the type (worked or opened) which means the claim had changes made and updates were made or the claim was just opened and viewed by the collector. Next, the claim ID is listed, the Forwarder (if there is one), the Creditor, the name of the debtor and finally a note, which tells what was done with the claim at that time, either a status update was made to the client or a reminder was added or changed for the collector. Each claim can also be opened by clicking the claim ID and the administrator can then see detailed information regarding that particular claim.
“This report is one of the top reports in the CasetrackerLaw system” states Thomas Steed, the CEO of CasetrackerLaw. “We know of many firms that have terminated employees because of this report.”
With CasetrackerLaw’s many reports, there is nothing that can’t be carefully monitored in order to shave expenses and cut the bottom line. Call us for more information or to schedule a free personal online demonstration. Visit our website at www.casetrackerlaw.com or Call 800-270-1197.
Having the ability to view the work of a collector can be an effective way to see what claims are being worked and how long the collector is staying on the phone with each one or how much time evolves before the next call is made.
This report is simple to use and can be generated at any time. The generated report will show a table with the date and time listed first and then the type (worked or opened) which means the claim had changes made and updates were made or the claim was just opened and viewed by the collector. Next, the claim ID is listed, the Forwarder (if there is one), the Creditor, the name of the debtor and finally a note, which tells what was done with the claim at that time, either a status update was made to the client or a reminder was added or changed for the collector. Each claim can also be opened by clicking the claim ID and the administrator can then see detailed information regarding that particular claim.
“This report is one of the top reports in the CasetrackerLaw system” states Thomas Steed, the CEO of CasetrackerLaw. “We know of many firms that have terminated employees because of this report.”
With CasetrackerLaw’s many reports, there is nothing that can’t be carefully monitored in order to shave expenses and cut the bottom line. Call us for more information or to schedule a free personal online demonstration. Visit our website at www.casetrackerlaw.com or Call 800-270-1197.
Wednesday, April 14, 2010
Collector Commission / Money Report
Question: Do you give your collectors a commission on the money they’ve worked to collect? If your answer is yes, then CasetrackerLaw has an easy answer. The “collector commission / money report” is an easy way to figure the commission’s for all of your collectors.
This report gives one the ability to select a time-frame, select a collector, the commission percentage, credit card charges and the break even amount. A list of claims worked by the selected collector will come up that will show all the pertinent information regarding the payments and the last few columns will tell you how much commission is made on each claim. At the bottom of this report you will see, at a glance, how the collector commission is calculated. You will see the total money received, total fees & the true total received minus the fees. Then you will see the totals for any credit card payments received a break-even amount and finally the amount of the commission for the collector.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website or give us a call, we are here to answer your questions.
www.casetrackerlaw.com / 800-270-1197
This report gives one the ability to select a time-frame, select a collector, the commission percentage, credit card charges and the break even amount. A list of claims worked by the selected collector will come up that will show all the pertinent information regarding the payments and the last few columns will tell you how much commission is made on each claim. At the bottom of this report you will see, at a glance, how the collector commission is calculated. You will see the total money received, total fees & the true total received minus the fees. Then you will see the totals for any credit card payments received a break-even amount and finally the amount of the commission for the collector.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website or give us a call, we are here to answer your questions.
www.casetrackerlaw.com / 800-270-1197
Tuesday, April 13, 2010
Client Performance Report
CasetrackerLaw has over 40 reports that one can generate. Today’s report is very useful to both the clients and the agency.
This report is one of the most important in the system. It will tell how well you are performing for a particular client or clients. This report will give you an advantage when making business decisions regarding these clients. From the administration view, they can decide if the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
This report is one of the most important in the system. It will tell how well you are performing for a particular client or clients. This report will give you an advantage when making business decisions regarding these clients. From the administration view, they can decide if the client is worth keeping and from the clients view, they can decide if the agency is working hard enough on their claims and if they want to take them back and place elsewhere.
When selecting the “view all clients”, a table will appear that lists all clients, forwarders and direct creditors, the number of claims submitted, total amount placed, total collected, number of payments and the percentage collected for each client.
When selecting the “view clients with no payments” the table lists the clients that have claims but no payments made.
When selecting the more advanced report more information on the clients & claims will be shown. With this report, one has the ability to select a time-frame and then the client or clients. When this report is generated, it will include the total # of claims placed, amount placed, the average - the minimum and the maximum placed, amount collected, number of payments and the percentage collected from the total. The lower portion of the report shows the time-frame in which the money was collected and below this section, you will see the status associated with these claims and the percentage of claims with that particular status.
For more information on this report or any of the reports in the CasetrackerLaw system, visit our website at www.casetrackerlaw.com or give us a call. 800-270-1197 We are here to answer your questions.
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