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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

  • 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
See all 7 articles

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

  • Adding labels to dynamic reports
  • 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
iController Guide