Me and my partner rum a small debt collection agency, and at the moment we manually enter all the data that we need. Its time consuming and takes a while to update the system.
What we would like to be able to do.
We would like to be able to enter the data received from our clients either manually or from a web based or email based form. If a new client logs into the system a new account would be created using a unique letter/number combination, along with an account password. They would then enter their companies details. Once that section is completed they would go on to enter their debtors details including debt details and any contact they have had with the debtor. They also need to be able to upload a copy of the overdue invoice. Copies of forms are available. Once details have been received a confirmation letter will need to be sent. We also need to have the ability to store verification paperwork that the company need to send us. This is a letterhead copy and copy utility bill. These could be stored in various file formats.
Once all the information is inplace, we need to be able to use the information to insert into various letters that would be held somewhere. Details of any letters sent need to be recorded. This information also needs to be transfered into a form that our doorstep collectors use. We then need to be able to transfer the information from this handwritten form into the database so that reports to the clients can be completed.
We need to be able to have a section where the outstanding balance is placed and any payments that are received can be deducted, and the methods of these payments. Accepting payments by credit card is not essential at first, but would be a great addition later.
The facility to record telephone conversations would be needed, and these would also be reported back to our clients. A facilty to add interest to outstanding balanced would also be required, but we wish to be able to only add this to certian accounts.
Once the account is cleared a final letter will need to be sent to the debtor.
A facility to enter doorstep collector agents details would be required, and also details of which accounts that particular agent holds, and when they should be returned by. A photo of the agent and copy signature would need to be stored. The signature and agent name and contact phone number will be required on certian leters.
The reporting facility would need to take all the details and information that we have gathered and be sent back to the clients. Reporting will also be required when we have received a payment, or setup a payment arrangement.
Finallly i think a bank account reconciliation area would be good. This just needs to be able to tell us what monies are in our clients account and which client this money should go to.
I expect there should be more, but i think this is a start. Any system will need the ability to slightly modified as we are constantly improving our services and collection more data for our clients.
16 freelanceria on tarjonnut keskimäärin 878 $ tähän työhön
Dear sir I am working in data entry for 3 years and i have a basic accounting skills so i am sure i will be very good for this work.and i hope it will be a long term work.
I just apply MySQL database for the system. Other than that, I don't know. Explain detail about the process. Payment only via Paypal. If you agree, let me know by pm.