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Blytheco Home | Sage Software | MAS 90 and MAS 200 | Customizations | Collect-It | Features | A/R Collection Options
A/R Collections Options |
Set global collection perameters and defaults for all clients; Upload Collections files
To get to this screen: From the MAS 90 Launcher Menu, click on Accounts Receivable, then Setup, then Collection Options.
What this screen does: This screen allows you to set-up global collections parameters. The A/R Collections Options must be setup before processing can begin. This panel allows you to select global default collections parameters. Note: these global defaults can be superceded for individual customers using the Customer Maintenance screen.
Using the "Account Web Site" link on this screen connects you to the Greenflag Web Site Login and pre-fills your Login and Password.
Getting Started With Collect-It - about selecting customers for collections |
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Click "Accept" to set your global collections defaults. |
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The fields explained: |
Integrate Collections: |
Check the box to activate Collect-It. |
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Collections Export Path: |
Collect-It creates a folder called "Collections" in the MAS90\Home\Textout directory. All the Collections Export files will be kept here. You will be navigating to this folder when you upload files to GreenFlag. |
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Default Minimum Balance: |
Set a global default for the minimum amount worthy of submitting to collections. Set a minimum above the cost of each collections transaction. This can be superseded by the customer-specific Minimum Balance which can be changed on an individual basis per-customer in Customer Maintenance. |
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Default Aging Category: |
Select the number of days or months that you want the collections letters to be based on. The options shown in the dropdown will reflect the A/R Options aging category set up for your company. GreenFlag recommends sending any clients who have ignored 2 or more invoices. This can be superseded by the customer-specific Aging Category which can be changed on an individual basis per-customer in Customer Maintenance. |
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Default Service Attitude: |
Type of Collection letter to send. Samples are available from your GreenFlag account executive. GreenFlag recommends an initial Diplomatic approach. The written demands will get more aggressive as time goes by. This can be superseded by the customer-specific Service Attitude which can be changed on an individual basis per-customer in Customer Maintenance. |
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Default Payment Attitude: |
Select the payment response that will be used to remove customers from the collections list sent to GreenFlag. "Paid in Full" will remove the customer from the list of customers that Green Flag will send collection letters to. "Paid/Send Thank You Letter" will remove the customer from the list of customers that Green Flag will send collection letters to and also send them a thank you letter. This can be superseded by the customer-specific Payment Attitude which can be changed on an individual basis per-customer in Customer Maintenance. |
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Logon and Password: |
Enter the Logon name and Password you receive from your GreenFlag Account Representative for your GreenFlag account. If you have not yet had a Greenflag account set up for you, please contact District Manager Dave Barrett at
(818) 673-4503, or via his email: dave.barrett@transworldsystems.com. |
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Client Number: |
Enter your Client Number or Account Number given to you by GreenFlag. This must be entered before the Collections Integration will work. |
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Registration Setup: |
This links to our Free Product Registration form. If you have downloaded Collect-it from a Blytheco Web site, you do not need to register it. If you have received Collect-It from a third-party or installed it from a CD, please take a minute to fill out our Free Registration form. |
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Account Web Site: |
This link takes you to the GreenFlag Website Login. If you use this link, your Login and Password will be automatically populated on the website's login form. To go to the website directly click: https://service.transworldsystems.com/FormsLogin.asp |
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Data Transfer Method: |
Select a method to upload the Collection File to GreenFlag. Select "Web Upload" unless you have a separate FTP program installed. Click here for FTP Set-up Instructions. If you have an FTP program installed, you will not have to visit the GreenFlag website to upload your files. |
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Click  to set your global defaults.
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| Continue Collect-It Set Up: Continue setting up Collect-It using the Role Maintenance Screen. |
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Uploading a Collections File to GreenFlag |
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Web Upload Method: |
1. Make a Collections Export File using the AR Collection Export Report, or a Collections Payment File using the AR Collection Payment Export Report.
2. Uploading your Collections File to GreenFlag: (WEB Upload Method)
From the AR Collections Options screen, click on the "Account Web Site" link. The GreenFlag website Account Login will open with your Login and password (received from your GreenFlag Account Representative) already entered. You can also simply save the login page to your web favorites. Once logged in, you will be able to browse to your Collections Data File (on your local system) and upload it to GreenFlag.  Detailed Upload Instructions (PDF 419 kb) |
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| To go to the website directly click: https://service.transworldsystems.com/FormsLogin.asp |
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Login to your GreenFlag Account: (login and password are assigned by your GreenFlag Representative) |
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| Select the "Upload Debtors" page: |
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Using the Browse button, select your Collections File, and upload.
Collect-It creates a folder called "Collections" in the MAS90\Home\Textout\ directory. All the
Collections Export files will be kept here. |
| Detailed Upload Instructions (PDF 419 kb) |
| Collect-It Features and Help Menu |
| Collect-It Overview and Full Product Documentation (PDF 603 kb) |
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| Collect-It Support Questions? Please email us at devsupport@blytheco.com |
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