3-month arrears default report
When creating a new Job import the Part IX Task Template in place - Working with Tasks Templates. The debtor arrears positions is monitored via Debtor Contribution Home Page Collection Summary (Arrears Management) and task management.
You would then produce the 3-monthly arrears default report as required - Add a task template task and a task action for document production.
You can find further information about document creation here - Example of document production.
6-month arrears default report (Termination)
The process for the 6-month arrears default is the same as the 3-month system process. You would then terminate the administration - Variations and Terminations.
If you require support with setting up these process please contact us at firstname.lastname@example.org
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