iController Guide

General / settings

• The dashboard: in-depth analysis
• Adding and managing tasks
• Codes (dispute, note, outsource, document status)
• Search as you type tool
• Negligence interests and costs

Customer detailed page (debtor sheet)

• The debtor sheet: in-depth analysis
• Document statuses
• Create and follow up a payment plan in iController
• Average payment term in days
• Configuration of customer exports

Procedures (create and manage) / templates

• Account Hierarchy
• iController's procedure flow
• Reminder and general templates
• Manual procedure
• What reminder methods are available in iController?
• Automate and schedule a procedure step

Worksheet

• Worksheet management
• Refreshing the worksheet
• Worksheet import data summary: numbers

Mailbox

• Usage of the mailbox/emails
• How does the iController mailbox integration work?
• How to set-up an out-of-office

Reporting

• Creating and managing reports
• Dynamic reports: Task configuration
• Dynamic reports: complex filters
• Report templates (design your Excel reports)
• Report templates - examples

Channel

• Channel Enhancements

My ERP/accountancy software

• I'm using Exact Online