Credit Control Status Batch Update
This article is part of the Credit Control & Client Statuses section.
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There may be times when you want to change client credit control statuses in bulk. You can do this using the Client Control Status Batch Update tool.
To do this:
- Navigate to the Clients tab
- Click Client Global
- Select the Client Control Status Batch Update tab
- Select your Status From (the current status) and Status To (what you want to change it to)
- Select your Charge Date Code - this will allow you to only pick up clients on this code. You can leave this blank to pick up all clients.
- Select a Review Date
- Enter an Amount - the amount you enter here will be ringfenced from reminders if placing the client(s) on a Dispute type
- Enter a Narrative - this will pre-populate based on the selections you made in the Status From and Status To dropdowns, but you can edit it
- Use the tick boxes to narrow down your results
- Global Dispute
- Include Voluntary Floats - picks up Developments that do not have the Sue for Float box ticked on the Development Master
- Include Voluntary Advances - picks up Developments that have the Advanced Charge box ticked on the Development Master
- Minimum/Maximum Balance - only pick up clients with a balance above/below the amounts set here
- Click the PreList button to view which clients will be affected
- Your prelist will appear in the grid at the bottom
- If you are happy with the prelist, click Process
- Click Yes on the pop-up if you want to continue, and a second one will appear to confirm the statuses have been changed
- Click OK to dismiss the message and complete the process
You can also bulk update client statuses when you run your Client Notices. More on that here.
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