Collection Status Codes and the Collections Worksheet are available if you are authorized for the Invoicing or Service Ticket modules. Collection Status Codes are used in conjunction with the Collections Detail Report. Status Codes give the user the ability to define A/R Collection Statuses on the Collections Worksheet by using a system default status code or a customized status code.

To add a customized status code, click on the Add button. Enter the desired status code, description, and provision (if necessary, be viewed on the Aged Trial Balance with the Print Totals broken down by code option set to Yes) and spreadsheet heading. Save by clicking on the Save button at the bottom of the screen or using the [10] hotkey.

NOTE: Collection Status Codes are used on the Collections Worksheet and the Aged Trial Balance.