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FinView Control Knowledge Base

The latest version of our software is FinView Control. A solution that offers customers of debt collection agencies a secure and intuitive portal to monitor and manage their financial claims. This portal allows creditors to track the progress of their cases, view detailed reports, and maintain oversight of their financial recoveries. It ensures transparency and control over the debt collection process in real-time.

Control - Getting Started

Our quick guide articles helps you to get answers to how you use FinView Control.

Control - Importing

Learn how to easily import new cases direct from your own account.

Control - Invoices

Invoices between the agency and customer is explained via these guides.

Control - Case Overview

Discover all the features of the case overview via these knowledge base guides.

Control - Dashboards

Understand how to use the dashboards which provides analytics on your cases.

Control - Users

How to manage your profile is explained with a few simple guides.

Popular Questions?

How to Add Notes to a Task

Adding notes to tasks in FinView's TicketDesk is a powerful feature enhancing communication and context. Notes can include status updates, reminders, or other essential task information.

How to Create a Customer-Specific Workflow in FinView

In FinView, users can create a customer-specific workflow by either building one directly in the customer account or copying an existing generic workflow.

How to find case activities?

FinView tracks all events, and activities, that relate to a case. From communications, payments, to logging into the FinView app, all activities on a case, are recorded and logged, in the activities window. Check out how you can find, case related activities, in a few simple clicks.