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View Collections Analytics

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Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Access to the specific Contact Record
  • Licenses: Tax Resolution

First Things First: The Client Survey should be completed before using Collections Analytics.

View Collections Analytics

1. Click Tasks on the global navigation bar.
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2. Click Engagements on the slide-in menu.

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3. Click on an Engagement Name. 

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4. Select Collections in the Work column.

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5. Choose Analytics.
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Edit the Amount of Taxes Owed

On the Analytics screen, an amount will show under Federal Taxes Due.

1. Click the edit icon next to the Federal Taxes Due number.

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2. Type the adjusted amount in the textbox, then press Enter/Return on your keyboard.

  • The adjusted amount will save.
  • A notification will display in the bottom left corner notifying you that your changes have been saved.

Review Resolution Options

1. Click on Payment Plan to access a Payment Plan Breakdown.

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2. Click on Currently not Collectible to access a Currently Not Collectible Breakdown.

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