Page 1 - How Do I Use the Collections Workbench

How do I use the Collections Workbench?

How Do I Use the Collections Workbench?

Overview

The Collections Workbench is a central work space that presents a complete view of each customer. Collectors
can perform their day-to-day activities, including accessing and completing action items directly from the
Collections Workbench.

Navigation

Navigator > Accounts Receivable > Collections Workbench

1 2 3

4

1. Enter GRANT in the SetID field.

2. Enter GRANT in the Unit field.

3. Enter the Customer/Sponsor in the Customer field or search for the appropriate
Customer/Sponsor.

4. Click the Search button.

The Customer Details are displayed.

Page 1 of 4
Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents