TBCollections allows for the management of collection accounts. It provides both internal and external capabilities. First, it prevents agents or customers using self sales interfaces to add new services to an existing collection account. It also maintains an internal negative file on collection accounts. As new customers are entered into TimelyBill, TBCollections will check the new account taxpayer ID, street address and partial name matches against the internal negative file. All potential matches are then presented to the agent in order of likelihood of an exact match.
- Check new accounts (Names, SSN/EIN and addresses) against internal collections
- Collection accounts are blocked from new service creation
- Automatic FTP, email or file generation for external collections management
- User definable file format
- Assign internal collection follow-ups to individual users or groups
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