Round

Round Page

The second page of the Rounds application summarises all customers assigned to the round.

Round Summary

• Use the toggle bar on the top right of the summary panel to filter customers by those who are due for payment this week and those who are not.

• The summary panel includes the total number of loans and the total balance, the number of contracts in scheduled arrears along with the total arrears, the number of payments received, and the expected amount to be collected in that week.

• Additionally, it provides a breakdown of all money in and out for the week, along with the overall totals.

Customers List

• Below the summary section, the customers are listed in walk order.

• To reorder the list, click the 'Reorder' button in the top right corner of the screen. Then, adjust the times on the left side of each customer row. Once you have set the correct times, click the 'Apply changes' button to confirm the changes to the walking order.

• The status column on the right side of the rows helps to track each customer at a glance.

• When out on a round, it's advisable to select the 'Due' option on the toggle bar before entering customer visit mode. This way, all customers scheduled for a visit this week will be easy to navigate between on the customer visit pages.

  • Click the arrow button on the right of the rows to open the customer visit page.

• Use the toggle bar on the top right of the summary panel to filter customers by those who are due for payment this week and those who are not.

• Use the search bar to filter customers by keywords like 'Failed CPA' or 'In Arrears.'