How Do I Manually Add an Account in ACE?

How do I manually add an account in ACE?

To manually add an account in ACE, follow these steps:

• Go to Accounts → New Account

What information do I need to provide in the Debt Information section?

In the Debt Information section:

• Enter the required information into the appropriate fields and sections.

• Click the "Save" button at the bottom of the page to store the account information.

 

Do I need to enter itemization details?

Yes, if necessary:

• Check if itemization details are required.

• Refer to "Manual New Account and Itemization Transaction Entry" for more information.

 

What information is stored in the Primary Demographic section?

The Primary Demographic section is where you input relevant information about the primary demographic associated with the account.

• Enter the relevant information as needed.

 

Are there additional sections available for entering data?

Yes, there are additional sections:

• Primary Demographic

• Co Maker Demographic

• Spouse Demographic

• Misc Demographic

• Patient Demographic

• Business Demographic

• Note

• Original Creditor

• Property Collection Data

Enter relevant data into these additional sections as required.

What should I do after entering data in ACE?

After entering data, you should click the "Save" button to ensure the information is stored correctly.