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iController Guide
iController Guide
iController Guide
Choose which iController segment you wish to have more information about.
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
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
My ERP/accountancy software
I'm using Exact Online