User Guide
Welcome to the DebtRecoup User Guide. This documentation explains how to use the DebtRecoup platform's features and functionality.
What's Covered
This guide documents the following system features:
- Interface Navigation - Layout and controls
- Account Management - Account data and tabs
- Communication Tools - Email, call, and letter functions
- Payment Processing - Payment recording features
- Workflow Features - Automated processes
- Reporting Tools - Data and analytics
Getting Started
🚀 New to DebtRecoup?
Start with our Getting Started Guide to learn the basics.
📊 Account Lists
Learn how to navigate and filter through your account inventory.
💼 Account Management
Master the tools for managing individual accounts.
🔄 Workflows
Follow step-by-step guides for common collection tasks.
Guide Organization
Documentation Sections
- Interface Overview - Main screen layout
- Navigation Basics - Moving through the system
- Account Tabs - Tab functionality
- Workflows - Step-by-step processes
Key Features
Account Lists & Filters
- All Accounts - Your complete inventory
- New Accounts - Recently placed accounts
- Hot List - High-priority accounts
- Call Backs - Scheduled follow-ups
- Work By - Custom work queues
Account Information
- Comprehensive debtor details
- Payment history and balances
- Communication logs
- Document management
- Legal status tracking
Communication Tools
- Email templates
- Call logging
- Letter generation
- SMS capabilities
- Automated campaigns
Need Help?
- Quick Reference: Navigation Basics
- Troubleshooting: Common Issues
- Field Definitions: Field Reference
- Support: Contact your administrator or visit our Support Portal