Logon to the application

Y

Y

Y

Y

Synchronisation

Performing a full synchronisation.

Y

Y

Y

Y

Performing an optimised synchronisation

Y

Y

Y

Y

Home Screen

Access to all metrics.

Y

Y

Y

Y

Accounts List & Aged Debt List

Access to list of accounts.

Y

Y

Y

Y

Changing the account group.

Y

Y

Changing the account category.

Y

Y

Customising the column visibility.

Y

Y

Various columns on the grid can be added and removed from a user’s view. Columns can be configured for the current user by another user with sufficient privileges.

Export to Excel

Y

Y

Y

Y

Calendar

Day view, week view, month view & list view.

Y

Y

Y

Y

Option to see diary entries of other users.

Y

Y

The option to view all diary entries must first be enabled in the Manager.

Option to see a separate or merged view of all the users’ diary entries.

Y

Y

The option to view all diary entries must first be enabled in the Manager.

Account View & Chase Screen

Chasing an account for money.

Y

Y

Y

Y

Putting accounts on and off stop.

Y

Y

Y

Changing the category of an account.

Y

Y

Changing the group of an account.

Y

Y

Customising the screen view.

Y

Y

The screen can still be customised for the current user by a user with sufficient privileges.

Adding and editing account contacts.

Y

Y

Y

Y

Deleting an account contact.

Y

Y

Converting an account contact to a custom Credit Hound contact.

Y

Y

Y

Y

Custom contacts can store extra information against a contact which the accounting system does not support.

Setting the default contact on the account.

Y

Y

Y

Y

Adding notes to the account.

Y

Y

Y

Y

Viewing invoices and credit notes.

Y

Y

Y

Y

Adding a call back during a chase.

Y

Y

Y

Y

Adding a dispute during a chase.

Y

Y

Y

Y

Resolving a dispute.

Y

Y

Y

Y

Rules & Actions

Ability to add, edit and remove rules.

Y

Y

Import, export and copy rules.

Y

Running rules.

Y

Y

Y

Letters & Reports

Editing reports & letters.

Y

Y

Removing letters and reports

Y

Importing, exporting & copying letters and reports.

Y

Running a report.

Y

Y

Y

Y

Checking for Updates

Manually checking for updates.

Y

Logon to the Credit Hound Manager

Y

Y

Module Setup

Setup of database and accounting modules

Y

Configuration Settings (General)

Start-up Wizard.

Y

Allows a user to create a company and add new users.

Changing the Credit Hound shared data path.

Y

Allows a user to configure where the shared data for Credit Hound is located.

Configuration Settings (Advanced)

Account synchronisation options.

Y

Allows a user to choose whether they wish to perform a synchronisation when viewing and chasing an account.

Changing the SQL Command Timeout.

Y

Allows a user to set a global SQL command timeout value which increases the duration Credit Hound will wait before raising a timeout error for long running commands.

Company Setup

Adding, editing and removing a company.

Y

Allows a user to configure database and accounting system connection details for a Credit Hound company.

Changing the accounting connector for a company.

Y

Used to change the accounting link when a user upgrades their accounting system.

User Setup

Adding, editing and removing a user.

Y

Assigning a user to a company.

Y

Restricts which users can see various companies.

Self Chasing Setup

Enabling Self Chasing for the current user.

Y

Configures Self Chasing to start-up when the current user logs onto the machine. An Administrator can enable Self Chasing for a user without permissions.

Setting the polling interval.

Y

Defines how often Self Chasing will check to determine whether a sequence needs to be run.

Automatic Updates

Enabling automatic updates.

Y

Sets the option which allows Credit Hound to automatically check for updates.

Manually checking for updates.

Y

Allows a user to manually check for updates.

Licence Manager

Entering the licence key.

Y

Chasing Environment

Changing the global chasing style.

Y

A global setting which determines how users will chase for money (Account Mode or Transaction Mode).

Calendar Environment (Configuring Outlook Integration)

Enabling and disabling Outlook integration for users.

Y

Credit Hound will synchronise diary entries to and from Microsoft Outlook.

Calendar Environment (Preferences)

Allow all users to see everyone’s diary entries.

Y

Enable reminder sounds.

Y

Calendar Environment (Diary Completion and Synchronisation)

Auto-complete diary entries for paid call backs.

Y

Auto-complete diary entries for paid disputes.

Y

Auto-resolve paid disputes.

Y

Auto-complete diary entries for paid call backs during synchronisation.

Y

Auto-complete diary entries for paid disputes during synchronisation.

Y

Auto-resolve paid disputes during synchronisation.

Y

Company Configuration

Editing company details such as the name, address and telephone.

Y

Y

Adding, editing and removing a company contact.

Y

Y

Company contacts are used to assign and copy disputes to users within the company.

Adding, editing and removing account groups.

Y

Y

Used to restrict accounts to users belonging to an account group.

Assigning account groups to accounts.

Y

Y

Assigning account groups to users.

Y

Y

Adding, editing and removing account categories.

Y

Y

Adding editing and removing suggested objections.

Y

Y

Adding editing and removing call backs

Y

Y

Adding editing and removing disputes

Y

Y

Assigning suggested objections to call backs and disputes.

Y

Y

Setting up archives to view invoices and credit notes.

Y

Settings for creating end of chase diary entries.

Y

Company Configuration (Ageing)

Synchronising ageing options with the accounting system.

Y

Setting the ageing options such as the method of ageing (Calendar Monthly, Document Date and Due Date).

Y

Configuring the ageing periods.

Y

Company Configuration (Self Chasing)

Enabling self chasing for the company.

Y

Adding, editing and removing Self Chasing sequences.

Y

Company Configuration (Analysis Codes & Lookup Lists)

Adding, editing and removing analysis codes

Y

Ordering analysis codes

Y

Adding, editing and removing lookup lists

Y

Company Configuration (Currency)

ISO Currency Code matching.

Y

Currency Formatting Options.

Y

Related Product 

Credit Hound Express for Sage 50

Reference Number 

KBA-06-02-007

Document Date 

07/04/2015

Original Author 

Vince Hodgson

Document Version 

1.0

Last Updated  

20/08/2015

Update Author 

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