Settings

QuickBooks App Integration

QuickBooks integration requires you to have knowledge of the QuickBooks application and some initial setup files and software to run correctly. The QuickBooks Integration tool is a convenience for our customers. Our support staff is NOT equipped to be QuickBooks experts and cannot field questions directly related to setting up, modifying, or supporting the QuickBooks application outside of the scope of this tool. It is recommended that you seek guidance from a QuickBooks consultant or accountant for any QuickBooks specific needs. Read further to see how to set up QuickBooks with your SimplicityCollect accounts.

User Queues

There may be times where a group of accounts need to be grouped together and worked separately from your general accounts. Assigning an account to a queue allows work to be further organized and can be used rather than or in addition to assigning them to a specific user.

Settings – Collection Statuses

Statuses are used to help track the progress of the accounts within SimplicityCollect. Every account must have a status of some kind associated with it at any given time. These statuses can be used to search for, organize, assign, report on, and even export accounts.

Settings – Clients

This is the screen where client information is stored. Every account in SimplicityCollect must have a client associated with it.

Settings – Custom Fields Admin

Sometimes you get information about an account that SimplicityCollect does not have a field for, yet you need that information stored. Custom fields can easily be created to resolve this problem. Simplicity allows you the ability to create an UNLIMITED number of custom fields.

Settings – Administrators: Skip Trace Settings

implicityCollect is partnered with LocateSmarter, a fantastic Skip Tracing provider that allows you to skip your newly imported accounts or your existing accounts on a individual or group basis. Accounts are currently sent in batches of up to 500 and processed every ninety (90) minutes.

Once processed, LocateSmarter automatically sends the new information back and updates SimplicityCollect in real time. Using this integrated skip tracing method saves you the hassle of uploading your own results and only charges you per successful account skip traced.

Settings – Administrators: Convenience Fee Settings

The Convenience Fee Settings page allows administrators to enable or disable a prompt for a convenience fee, that pops up when processing a payment or setting up a payment plan on an account. They can also use this screen to adjust the settings of those fees. Convenience fees are used for situations like… (read more)

Settings – Administrators: Email Settings

Whenever you send an email in SimplicityCollect, either using the DocGen functionality or having us send an automated Payment Plan Reminder, your email will include an email signature which you can review in Settings > Administrators > Email Settings.

Settings – Administrators: Commission Bonus Settings

In addition to setting up a commission rate for your collectors under Settings > Administrators > Collectors/Employees, you can also give them a bonus for meeting certain monetary goals. This is on the Commission Bonus Settings screen.

Manage User Group Options

The Manage User Groups screen allows administrators to enable or disable what areas of SimplicityCollect their employees can access, based on the User Group they belong to. This page lists all of the options you can enable or disable.