Getting Started with DebtRecoup

This guide covers the basic steps to access and navigate the DebtRecoup system.

First Steps

1. Logging In

• Navigate to your DebtRecoup URL
• Enter your email and password
• Click "Sign In"

2. Understanding Your Dashboard

When you first log in, you'll see the main collections interface with:

• Top Navigation Bar - Account filters and navigation
• Action Toolbar - Quick actions for the current account
• Account Information - Key details about the debt
• Debtor Information - Contact details and demographics
• Account Tabs - Detailed views of different aspects

3. Viewing an Account

1. Click on an account from your list
2. The account information displays in the main area
3. Click tabs at the bottom to view different information
4. Use the action toolbar buttons to perform tasks

Essential Concepts

Account Lists

DebtRecoup organizes accounts into different views:

• All - Every account assigned to you
• New Accounts - Recently placed accounts needing first contact
• Hot List - High-priority accounts
• Call Backs - Scheduled follow-up calls

Account Status

Each account has a status that indicates its current state in the collection workflow. Statuses are configured by your organization and may include categories such as:

• New account assignments
• Promise to pay commitments
• Payment plans
• Legal proceedings
• Financial hardship situations

Click the status badge on an account to change its status.

Key Actions

The most common actions you'll perform:

• Take Payment - Process a payment
• Add Note - Document account activity
• Send Email - Communicate with debtor
• Set Callback - Schedule follow-up

Next Steps

Now that you understand the basics:

1. Explore the Interface - Interface Overview
2. Learn Navigation - Navigation Basics
3. Try Common Tasks - Common Workflows

Getting Help

• Documentation - This guide explains system features
• Technical Support - For system issues or errors