Accounts available to your role. Latest outcomes and call actions are shown live from the central database.
Call Queue
Call, record an outcome and continue. Changes save to the central database.
Clients
Search and review portfolio accounts available to your role.
Live Activity
Recent collection outcomes saved centrally.
Accounts & Reconciliation
V4.3 financial traceability, debtor ledgers, monthly allocation controls, reconciliation and commission processing. This workspace reads the same central workload uploaded by Management.
V4.3.1 ACTIVE
Opening Portfolio Snapshot
Create a formal V4 opening portfolio from the current central working portfolio. This preserves the opening balance separately from future financial movements.
Debtor Ledger
Search by LOAN ID or MSISDN to see the opening position, payment progress, collection activity and financial transactions without overwriting history.
Collections Report Reconciliation
Primary format: LOAN ID, MSISDN, CUSTOMERNAME, TOTAL OUT, BALANCE, PAID, PASTDUE, COMPANY, COLLECTOR. COLLECTIONS remains accepted as a compatible payment alias.
POSTING CONTROLLED
V4.2.3 workflow: Upload → Validate → Match → Exceptions → Stage → Review → Approve Review → Post. A staged report does not change balances.
⇧ Daily Collections Excel / CSV
The system automatically prefers a worksheet named COLLECTIONS when present.
V4 Portfolios
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Reconciliation Batches
Full-width view for easier review without page-level horizontal scrolling.
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Commission Rules
Set rates per portfolio. Collector commission is a percentage of the company commission earned on that collector's reconciled collections.
Commission Accruals
No posted commission entries yet.
Financial Control
History is preserved. Posted collections create financial transactions. Monthly allocations are locked to one collector; adding more unallocated accounts is allowed.
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Management
Organization-wide portfolio and collector allocation. Assignments save centrally and appear in each collector's queue after refresh.
Assign Accounts
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For large allocations, enter a number such as 300, select the first N unassigned accounts, choose a collector, then Assign Selected.
Portfolio & Campaign Management
Create focused recovery campaigns without duplicating accounts.
Create Campaign
Import / Export Centre
Controlled portfolio loading, duplicate handling and management exports.
Admin actions, imports, allocations and collection outcomes are written to the audit log.
Security Audit Log
Standardized automatically for consistent reporting.
Complete Your User Profile
First-time setup: confirm your work email and mobile contact. Your mobile contact identifies your company calling line; calls are handed to the phone paired with Windows Phone Link.
Calling setup: Pair the matching company Android phone with Windows Phone Link on this workstation. The system launches debtor calls using the Windows tel: handoff.
