Related Information Examples & Tutorials

Credit Report Preferences Basics

The Credit Report Preferences form holds the basic default settings used whenever credit reporting is switched ON for an account.

Selections are based on the standards set by the credit reporting guidelines. This information is sent on an account by account basis when Collect! produces the CBR file. You can view the settings for each account in the Debtor's Credit Report Details. Any value may be overwritten from the Debtor form, if needed.


Credit Report Preferences

Accessing Credit Report Preferences

The Credit Report Preferences form may be accessed in two ways.

Providing you have access to the various menus and forms, you may use one of the following ways to get to the Credit Report Preferences form.

When you are viewing the Credit Bureau Setup form, select the DEFAULTS button. This will open the Credit Report Preferences form.

OR

When you are viewing the Credit Report Details form select the DEFAULTS button. This will open the Credit Report Preferences form.



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See Also



- Credit Bureau Reporting Topics


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