How to Delete a Group of Accounts

 

The batch account deletion allows you to delete a group of accounts.  Use the selection criteria to narrow the group of debtors to be deleted.

From the main screen of CollectMax, click the button.

Select the tab.


A good Backup or Snapshot is recommended prior to processing a batch deletion.

Take note of the Attention section.

Click the More for additional information.

Click the button to continue the batch process.

 Selection Criteria

You  will need to select from the following criteria to get the correct group of accounts for your batch process.   

 Client(s):

Select a single client, a group of clients or all clients.  

Click the button next to your selection.

 Type:

Select all type codes, a single type code or pick more than one type code from the list of codes.

Click the button next to your selection.  

 Status:

Select a single status, a range of status', or all status codes.

Click the button next to your selection.  


Hint: If you only want open accounts for your batch process, select a status range from the beginning open status to the last open status.

 Balance:

Select a balance range by typing in the balance fields.  You may also use the buttons to click to the balance you want.  Clicking the up arrow will increase the balance and clicking the down arrow will decrease the balance.  


Hint: To select all balances, set or leave the balances at 0 thru 999999.

 Closed Date:

Select the closed date to include account closed on or before this date.

 Account Number:

Select an account number range.  Type in the account numbers in the fields.

 Judgments:

Select accounts according to judgments.  You can exclude or include only accounts with judgments or pick all no matter if they have a judgment.  Click the button and pick from the list.

 Inactive Accounts:

Select accounts to include.  You can include all accounts, active accounts only or inactive accounts only.  Click the button and pick from the list.

 Processing the Batch

Once the you have selected the correct criteria.  Click the button.  

A preview report will print listing the accounts that have been selected for the batch and the action to be taken on these accounts.   

Each account will be listed with either a confirmation that it will be deleted or a reason it can not be deleted.

Please review these accounts.  Click the X to exit the preview if printing to screen.  A confirmation box will pop-up.

If the preview report was correct, click the button to continue.  


Warning: This process cannot be reversed. Review the preview report carefully. If all accounts are correct, then continue with the process.

If not, click the button to end the process and correct your selection criteria and re-process.

If you chose to continue, you will be prompted to enter the master password.

Type the password in the field and click the .  You may also cancel the process at this time by clicking the button.

The process will begin deleting the accounts.  After they are complete a final report will be created.  You may print this report or click the X to exit the report if the report was printed to screen.

Once you have exited the final report.  The batch process is complete.  Click the button to exit to the main screen.  

Check a selected debtor find section to see if the account has been deleted.   If not, notify JST Technical Support.