Enable which subledger charges display on collections statements.
Follow these steps to use subledgers with collections:
In CINC, go to Setup > Collections Setup.
OR
In CINC with universal navigation, go to Accounting > Setup > Collection setup.
The Collections Setup page displays. Search for and select the appropriate association.
Complete the following fields:
Process Collections Day: Select when to process collections: Daily or the specific day of the month, 1–31. CINC recommends running collections daily to avoid delays in processing.
Process On Weekends: Enable this toggle to run the collections process on weekends. The process runs in the evening so letters are available the next morning. If disabled, the process runs on the next business day and does not generate letters on Friday or Saturday evening.
Click Save.
Click New.
An empty row displays at the top of the table. Click the No Description link.
The Collections Setup Details page displays. Complete the following fields:
Statement Type: Select the type of statement to generate.
Ledger: Select the option that determines how the statement groups ledger activity:
All Ledgers: Generates statements for all assessments with a separate page for each subledger and a page for the main ledger.
Combined Ledgers: Generates a single combined statement for all ledgers.
Main Ledger: Generates statements only for assessments not associated with a subledger.
Subledgers: Displays the Subledger Type field.
Subledger Type: Select the subledger types you want separate statements for. This field displays only when Ledger is set to Subledgers, and supports multiple selections.
Click Save.
Repeat steps 5-8 until you’ve created all collection levels.
On the Collections Setup page, select the checkboxes next to the collection levels you want to include.
Enter a Display Order for each selected level.
Click Save.
Note: The Display Order does not control escalation order.