A short guide on locating all imported debt collection cases, direct in FinView Control.

In FinView Control, a user is able to see the full list of imported cases. This is done, within a few simple clicks.

1. Click on Import

From the home page, click on Upload in the menu bar.

Click on Import

2. List of invoices

FinView will jump to the full list of imports. You can scroll through the list, in the event there are many imports. The status indicator shows what is happening with the import job. Finished means the cases have all had the workflows activated. Under review means FinView is quality checking the data set.

List of invoices

3. Click to open

To open an import job, hover with your mouse over the row, you should see the row turns grey. Click to open.

Click to open

4. Processed invoices

You will now be in the import results. The first tab is the processed invoices. This shows the total number of invoices, uploaded to FinView.

Processed invoices

5. Matched results

The matched results will indicate whether we have created a new debtor profile, or matched to an existing.

Matched results



Dylan de Blieck
Has the strangest hobby - ask him! Simply put, Dylan makes it all work together with Finaps.
Posted in:
Debt collection

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