Financial Control Services. Client Services version 3 training. Welcome!. This will guide current version 2 users and also teach new users @ Client Services version 3. Logging in. Log in to our website( www.fcsglobal.com )
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Client Services version 3 training
This will guide current version 2 users and also teach new users @ Client Services version 3.
First enter the access code.
Next enter your client password.
Next enter your employee user name
Next enter your employee password and hit the login button. This will take you to the main menu.
The main menu will show all options that you have permission for. At the top left you will see a ‘Main Menu’ also. This will be on each page so you have a quick access to the main menu from anywhere.
From account inquiry you can search for an account by client account# (your account#), FCS account#, social security#, debtor address, name or debtor phone#. Just select the option and enter the criteria in the box and hit search.
Lets do a search by name, I picked the ‘Name’ search and entered the last name space first and hit the search button. This returns a list of your accounts under that name. Click on the name of the account you wish to view. We will pick the first account.
This will bring up the master file and a list of any accounts you have that are linked with this debtor. The following information is found on the Master screen:
You also have the Vault button to the right.
The following is the information that you will see on the account Information screen:
At the bottom of the account screen there are 5 other options as follows:
To view all history click on the History link and you will see this page. You can change the date range and pick the history view to Ascend or Descend and then click on retrieve History.
The main options that you will want to use are :
View all and Payments: just click on the + sign next to the option and you will view that information.
In view all you will see all payments and notes by our collector or system on the account. By viewing the payment option it will only show payment activity.
By clicking on the next option ‘Submit Payment’ it will bring up a window for you to enter in a payment and submit it to us.
Following is the information on submitting a payment:
When the information is filled out click on ‘Submit Payment’ and you will get a note saying “Thank You!! Your payment has been received”.
Your next option on the bottom of the page is to Submit Comment/Flag Account (VTR)
Click on this option to get this window and the following options:
Now click ‘send message’ and you have added a comment successfully.
This option simply takes you back to the account summary screen.
If you have provided us with a co-maker on an account the information on that person will show up here.
Used to store or read any files attached in the system by a client to this account.
When you open the Vault you will see this screen and get the following options:
Now just click the attach button and the file will be permanently attached to this account within the Client Services system.
The Vault button on the account will be blue if there is a file attached.
From the main menu Custom Queries allows Financial Control Services to create a custom search or report for you and will be available for you to run at any time.
This option will contain no searches or reports unless you have requested from FCS.
The screen will look like this and show you any queries available for you to run. You can choose the client #, the query to run and the type of output for the report.
With this you can pull a full inventory report of all of your accounts that have been placed in our office as follows:
Beware that this report could take some time to run depending on the number of accounts that you have placed in our office.
From the Main menu, Client Reports will give you a list and ability to run specific reports assigned to you.
From the main menu, Client statistics allow you to view the following:
Shows monthly, yearly and total business
# of accounts
Dollar amount listed
Last new business date
Original setup date
Total due agency
Gives amounts breakdown
Allows you to place accounts individually to our office.
When placing accounts individually simply fill out the form. The fields with a ‘*’ are required fields and must be filled out before submitting. Please include any information that you have. Once you have the form completed, hit the ‘submit’ button, account is put in a queue for our clerical department to load into the system.
The ‘Clear Form’ button clears all data on the form that you have entered.
This shows the accounts that you have entered through the account placement form but have not yet been entered in the system by our clerical department.
Here you have the option to copy, edit or delete the accounts at any time before they are processed by FCS and placed in our system. Just click on the copy, edit or delete button to the right of the account.
You can send FCS any type of file directly and securely into our system for us to process.
Hit Browse and locate the file you want to send. Select the file type (regular collections, pre-collect, early out or other) and hit the send file button. We will be automatically notified that the file has been sent and our clerical department will process it.
This option is a simple and secure way to send a message directly to one of the Client services representatives.
Pick the person you want the message sent to, Type in your message and hit send.