Collection Group/Agency Setup
Last Modified on 04/24/2026 1:19 pm PDT
Pathway: Setup > Accounting > Collection Group / Agency
The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for both internal and external groups or agencies responsible for collecting overdue debt from accounts.
Field Descriptions
| Field | Description |
ID
| Unique system identification number for the collection group/agency.
|
Type
| The type of collection group/agency: - Internal - A collection group/agency within the company that handles collections.
- External - A collection group/agency outside the company that will manage the collection process.
|
Name
| Name of the collection group/agency.
|
Note
| Optional notes regarding the collection group/agency usually descriptive as to how and when it is used.
|
Active
| Determines if the collection group or agency is available for use.
|
Add Collection Group/Agency
To add a new Collection Group or Agency, use the following steps. Once created and active, the Collection Group/Agency will be available for selection in drop-downs and filters within the system, including the Status Management screen.
- Click the green + icon to open the Add Collection Group screen.
- Select a Type from the drop down to identify if the group/agency is internally or externally managed. By default, the value is set to "Internal".
Enter a descriptive Name for the group/agency.
Optionally enter a Note to further identify the group/agency, or level of collection.
Select 'Yes' from the Active status drop down to make the group/agency available for use.
Click Save.
Edit a Collection Group/Agency
To edit an existing Collection Group or Agency or activate/deactivate it, use the following steps.
- Double-click the row of the Collection Group/Agency to modify. This opens the Update Collection Group screen.
- Use the drop-down, to change the Type.
- Click in the text field, to update the Name or Note.
- Click 'Yes' to activate or 'No' to deactivate the Collection Group/Agency.
Click outside a field to auto save changes.
Assign a Collection Group/Agency
Once a Collection Group or Agency is defined, it can be assigned via the Account Status History screen which is accessed via the Edit Account screen. Note: The system requires all active services across all sites to be closed or terminated before the account status can be updated to Internal or External Collections.
Permissions
The following permissions are required to create collection groups and agencies:
| Permission ID | Permission Name |
| 22 | Setup \ Accounting |
Related Articles
Status Management [Collection Accounts]
Collection Type Setup
