Workflow

Workflow

This is a simplified summary of workflow.

Workflow may be unique for every agency. There may be many variables including users who fulfill more than one of the roles listed below. 

Example of a basic workflow in ACE

Here is one example of a basic work flow with ACE:

• Agency receives accounts (debts) from a client.
• Accounts are loaded into ACE (Manually or from CSV file).
• Accounts are assigned to a worklist to be worked by a collector. 
• Letters may be sent to consumers.
• The collector contacts consumers, records promises to pay and notate accounts.
• Payments are received and entered by a payment collector.
• Transactions are reviewed and payments are processed by a posting collector.
• Invoices are generated.
• Checks are generated for clients.
• Invoices and checks are sent to clients.
• Reports are generated for clients and or agency.