Why do I get an error message when I try to create a payment plan?
Which intervals are available for automated proceduresteps?
Why isn't the days in procedure (D.I.P./DIP) adjusted when a past due invoice is loaded into iController?
Why can't I create an automated procedural step for postal mail/PDF?
Why does iController suggests an action (e.g. reminder) when all documents are in promise?
How come there are no upcoming actions visualised on my debtorsheet?
Why isn't my current procedural action 'Send reminder' performed , even though I've send a reminder?
Why does the procedure continues/actions are visualized in the worksheet when documents are in a status other than procedure?
How can I undo an executed automatic action?
When will the debtor in ‘manual procedure’ will be moved back to procedure again?

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How can I copy a procedure to another entity?

August 05, 2019 13:01
Updated

Click on the gear icon in the upper right corner
Go to 'Settings'
Click on 'Procedures' in the left menu
Navigate to the procedure you want to reuse
Use the button 'Copy'
Select the relevant entities and click 'Copy'