Page 1 - How do I Use the Collections Workbench

Using the Collections Workbench

How do I Use the Collections Workbench?

Overview

The Collections Workbench serves as the one-stop page for all things associated with a customer. From
this page, you can view key customer metrics (i.e., balance and past due balance), address, contact
information, correspondence history, aged balances, conversations, action items and more. Copies of
invoices and statements are also available on the Collections Workbench, which may eliminate the need to
manually e-mail these items to departments or billing specialists.

Navigation

Navigator > Accounts Receivable > Collections Workbench

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Fields with an asterisk are required

1. Enter the SetID and Unit.
2. Click the Look Up Customer icon to search and select the Customer ID.

 The Level field is used to view the Customer Hierarchy for Corporate Customers with an established parent/child hierarchy
(such as CHOA).
 For most customers, use the default No Relationship.
 Additional filters can be applied as needed (Contract, Billing Specialist, etc.).

3. Click the Search button.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents