Tools
A curated set of utilities to help agents plan collections, reconcile activity, and maintain operational accuracy. Tool availability may vary by role and configuration.
Generate a list of pending installments for customers to plan daily and weekly collections.
Quickly review collection totals against deposit lots to identify mismatches and pending deposits.
Move data in or out safely with validations. Supports operational exports and controlled legacy imports where enabled.
Generate clean, print-ready summaries for deposit lots and reporting workflows to support day-end processing.
Built-in validations help reduce duplicate entries and keep collections and deposits aligned with operational rules.