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Articles on:DebtorSmart
Manage age analysis, SMS outstanding balances, credit limit reports, open agreements, cash flow and more.

Categories

  • User Settings
  • Client Portal Manager
  • Company Details & Settings
  • PlanSmart
  • DocShareSmart
  • TimeSmart
  • DebtorSmart
  • ClientSmart
  • SecSmart
  • Integration Sync Options
  • DreamTax IPR6 Bulk Submissions
  • KickStart
  • SMS Individual Client
    Click on DebtorSmart Click on SMS Outstanding Balances Search Client here Click on Show Report Click on "pencil" icon toFew readers
  • SMS Outstanding Balances in Bulk
    Click on DebtorSmart 2 Click on SMS Outstanding Balances Click on Show Report Select the group of clients you want to SMS in bulk (https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image1i1xjuFew readers
  • View & Update Agreement
    Click on New Agreement / Age Analysis Click on Show Report Click on View & Close Agreements / Notes Click on Update UpdaFew readers
  • Not Honored Agreement
    Click on DebtorSmart Click on New Agreement Age Analysis Click on Show Report Click on View & Close Agreements / NotesFew readers
  • Honored Agreement
    Click on New Agreement Age Analysis Click on Show Report Click on View & Close Agreements / Notes Check Agreement Done boxFew readers
  • Add New Agreement
    Click on DebtorSmart Click on New Agreement Age Analysis Click on Show Report Click on Create Agreement Type conversaFew readers

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