Accounts Receivable — Collections Follow‑up Report
Build your collections queue by date range.
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Overview

The Collections Follow‑up Report (also called the Tickler) produces a list of customers to contact within a selected date range. Use it each day to create your call queue, filtered to a single client or the full portfolio, and choose whether to select by the Initial contact date or the scheduled Follow‑up date.

to see what the printed report looks like.

Prompts & Fields

  • 1. Starting Date — Beginning of the date window for the report.
  • 2. Ending Date — End of the date window for the report.
  • 3. Client or (A)ll — Enter a client code to limit to one account, or A to include all.
  • 4. (I)nitial or (F)ollow‑up Date — Choose I (initial) or F (follow‑up) as the selection basis.

Footer commands: Line# jump, Quit, Modify Print Setup, Print.

Print the Report — Steps

  1. Enter the Starting and Ending dates.
  2. Set Client or (A)ll to a specific account or A for portfolio‑wide.
  3. Choose I or F depending on whether you’re building a list from initial contacts or scheduled follow‑ups.
  4. Press M to adjust page orientation, printer, or file output as needed.
  5. Press P to Print the report.

Tips

  • Run the report daily with Follow‑up Date to generate today’s call queue.
  • Use with Collections Contact Entry to log outcomes and new follow‑ups.