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  1. Exalt
  2. Personal Insolvency

Personal Insolvency

Part X - Personal Insolvency Agreements (PIA)

  • Setting up a new Part X Personal Insolvency Agreement Job - Controlling Trustee
  • Adding Debtor controlled Cash at Bank/Hand as an asset for an SOA
  • Adding in Assets and their Secured Debt
  • Part X - Meetings
  • Part X - Adding a Meeting of Creditors
  • Transistion a Controlling Trustee Job to an Executed PIA

Data Migration

  • Data migration process
  • Importing Debtor Contribution Records
  • Importing Jobs and Debtors

Debt Agreements

  • Managing Personal Insolvency Payment Agreements - Overview
  • File Notes and Task Management
  • Debt Agreement Setup Fees
  • Trust Account Banking Reconciliation
  • 3-month & 6-month arrears default report
  • Reporting
See all 23 articles

Debtor Contributions

  • Debtor Contribution Detail Report
  • Debtor Contribution Home Page Collection Summary (Arrears Management)
  • Importing Debtor Contributions (Ezidebit)
  • Monitoring the debtor contribution process and follow ups
  • Creating a Debtor Contribution
  • How to setup a contribution schedule for a Corporate job
See all 9 articles
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