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  1. iController Guide
  2. Frequently Asked Questions
  3. Procedures

Procedures

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  • 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 procedure 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 visible on my debtorsheet?
  • Why isn't my current procedure 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’ be moved back to automatic procedure again?
  • Is it possible to amend the due date in iController?
  • How do I manually change the debtor's procedure?
  • Is it possible to change the number of days in procedure (DIP/D.I.P.) in bulk?
  • How do I add a new procedure?
  • How do I change the name of a procedure?
  • How do I change the name of a procedure step?
  • How do I add steps to a procedure?
  • Which types of procedure steps can I use?
  • How do I remove a procedure (step)?
  • How do I automate procedures?
  • How can I copy a procedure to another entity/company?
  • How do I change the days in procedure (D.I.P./DIP) of an invoice?
  • How do I switch on/off days in procedure (D.I.P./DIP) on weekends?
  • How can my supervisor be notified automatically when a procedure step is executed?
  • How do I change the number of days on which a procedure step is executed?
  • Where to find the client / document conditions of a procedure?
  • How can I add more recipients to a 'Reminder' procedure step?
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