DebtRecoup

Setting Work Dates ​

Scheduling in DebtRecoup

Work Dates are one of three scheduling tools in DebtRecoup. See the Scheduling Overview to learn how Work Dates, Callbacks, and the Calendar work together.

Set Work Date Modal
Click to enlarge - Work date calendar interface

Overview ​

The Work Date feature allows you to schedule when an account should be worked next. This helps organize your workflow and ensures accounts are reviewed at appropriate times.

Quick Workflow ​

  1. Click the Work Date button in the action toolbar
  2. The "Set Work Date for Account" modal opens with a calendar
  3. Navigate to the desired month using the arrow buttons
  4. Click a date to select it (past dates are disabled)
  5. Click Save to confirm

Using the Calendar ​

Calendar Navigation ​

  • Month/Year Header: Shows current month and year
  • Arrow Buttons: Navigate between months
  • Today: Current date is highlighted
  • Week Numbers: Displayed on the left side of the calendar

Date Selection ​

  • Click any future date to select it
  • Selected date appears highlighted
  • Past dates cannot be selected

Removing a Work Date ​

If an account already has a work date set:

  1. Open the Work Date modal
  2. Click the Remove button to clear the work date
  3. The work date is removed from the account

Where Work Dates Appear ​

  • Calendar View: Accounts with work dates appear on their scheduled dates
  • Account Display: Work date shows in the account information area
  • Account Log: Changes to work dates are recorded in the activity log

Common Uses ​

Payment Follow-up ​

  • Set for day after a promise to pay
  • Allow processing time for payments
  • Check if payment was received

Document Deadlines ​

  • Set reminders for when documents are due
  • Review accounts when paperwork expected

Review Cycles ​

  • Schedule regular account reviews
  • Monthly or periodic check-ins

DebtRecoup is a product of Global SaaS Group.

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