Daily

Morning
1 Kapag hindi nakapag-eod kahapon, ituloy ang encoding ng morning
2 Kapag Balanse na sa manual collection at sa lending system, i-return yung mga PR na naka-out, i-close din yung mga nak
3 Pag naghanap ng DS habang nag-eod, i-upload yung mga ds na hinahanap niya.
4 Kung may report din sa calendar, gawin muna yun para makapag-eod.

EOD
1 Para makapag-eod, click "NEW" button,
2 Input Collection Details (first tab), Input din yung Receipts sa 2nd tab
3 Kapag balanse, click "UPDATE" button g

CREATE COLLECTION LIST

1 Kapag nakapag-eod na, Pwede ka na gunawa ng collection list sa batch payments
2 Click "NEW", tapos magloloading
3 Assign collectors per area, then click OK
4 Print 1-13,15,17

Print Collection Report

Print EOD Report
Tracker Comparison na file, isend sa Tracker Urdaneta na group

Before umalis ng mga collectors

Needs ng mga collectors
PR
Forms (CPS, AF, PN)
Pakipicturan din yung KM nila ng morning

Gumawa na ng report para kay boss

1 Daily Production, i-update (Collection yesterday, released, market)
2 Update mga PDAn as of yesterday
3 Collect all pictures sa messenger
4 pag complete na, send to boss thru skype

i-out sa track ang resibo ng mga collectors

Iayos na yung mga pink copy ng resibo

Tapos pwede na magcheck ng mga process

Pwede na mag-edit ng km pictures (AM)

I-upload na yung mga DS kapag nakabalik si sir greg dito sa office

-close din yung mga naka-open status sa batch payment
* Customer Record: * Credit Processing Sheet
1. Personal Information:

* Encoding of Client's personal information (Maker/Co maker)

*Hindi mase-save kung walang pictures si client or * Dito makita lahat ng for approval ng branc
uploaded signature ni client/co maker Amortization, Advance, Face Amount and NE

* Upon release at System kung may Advance

2. Additional Information: Advance Receipt para yung PR# iinput sa ma

*Put the business name of the client

* Put The Business Address
*Identify what type of business they have.
* Encode the ID# Of the Govt. Issued/Valid ID
* input what type of ID given

3. Character References:
cessing Sheet
g for approval ng branch, Interest,
ce, Face Amount and NET amnt
stem kung may Advance kailangan iresibo sa
a yung PR# iinput sa mag popop out na notification
* Customer Ledger:
* Payment history of client.
* at the top right side makikita and Outstanding Bala
anong status ng account (On time, Delayed, D
* Para makita ang mga closed account, I-unchecked a
*click the magnifying glass or F3 to search the client's p
*sa tabi ng magnifying glass sa baba, iclick para makita an
2. Penalty and Amortization:
*Penalty dahil hindi nakakabayad ontime or past due acco
*Amortization: Missed payment of the client/ Kelangan iu
*Days Delayed makikita sa tabi ng Total Amount Due

and Outstanding Balance at
On time, Delayed, Delinquent and Past due)
account, I-unchecked ang nasa box at the left side bellow
3 to search the client's payment history
baba, iclick para makita ang Payment Schedule
ortization:
*Individual Payment:
1. Click the 'Add' first to add a payment
2. then type the name of client and enter after
3. Input the PR# use at receipt
4. type the amount payed of the client
5. Search at the 'Collector' that was demanded
6.If this is an Overpayement put a remarks (Na
7. check the 'OP?" to identify if it I an Overpaym
2. Batch Payment:
ad ontime or past due account
t of the client/ Kelangan iupdate
ng Total Amount Due
* goup payment/ posting per area (just put the
at 'POST COLLECTION and AMOUNT COLLECTE
* Click the 'POST THIS COLLECTION and type th
*Click the 'CHECK button to see if there is an er
*Click SAVE button to save the transaction
Payment: *END OF DAY REPORT

t to add a payment *Click 'NEW' to end a transaction fo

me of client and enter after * Click "ADD" button to input the co
* ONHAND- cash that will d
payed of the client *Deposit Slip- Cash that alr
lector' that was demanded the payment of the client (Collector's Name) *CHEQUE- CHQ payment th
yement put a remarks (Name of Client who pay and it's Pr#) * Always check the ACTUAL
o identify if it I an Overpayment/OP
2. RECEIPTS:
sting per area (just put the PR# and the correrct amount.) be aware for the amount tally * Click the Receipts button to enter
N and AMOUNT COLLECTED' name who collected
S COLLECTION and type the amount given at CL then post all client who payed today. *Always choose the 'PR' and 'POSTE
tton to see if there is an error if none- *be aware if the receipt is tally at 'T
o save the transaction NOTE! If they are not tally check it a
 OF DAY REPORT:

W' to end a transaction for a day.

DD" button to input the collectors for that day and the amount they collected. Choose whether Onhand, Deposit Slip, or CHEQUE
AND- cash that will deposit tomorrow
it Slip- Cash that already deposited on the same day in the bank that was collected on the same day als
UE- CHQ payment that was already cleared
ys check the ACTUAL COLLECTION COUNT AND COMPUTER COUNT if they are tally.
e Receipts button to enter the used Pr on that day for the collection and breakdown all the

hoose the 'PR' and 'POSTED'

e if the receipt is tally at 'TOTAL # OF RECEIPT POSTED and ACTUAL COUNT'
hey are not tally check it at Daily Collection report.
posit Slip, or CHEQUE

on the same day also.

Track System:
1. Pag may for process si AO kelangan Icheck kung kumpleto ba ang upload pictures
ng Business, Collateral, Resident and Valid Documents

2. Pag may New account at Pasado sa CI, I-encode ang Information ni client at
ilagay sa Itinerary ni CI para maarproved sa system at mauploadan na ng pictures ni CI
*END OF DAY at TRACK SYSTEM:
*I-Scanned ang DS at iupload dito sa Track system para maaudit agad ng accounting
 * KM at TRACK SYSTEM

*after iread at isave ang history ng tracker ni Collector i-PRINT SCREEN-COPY-PAST

then click the for Audit

pictures ni CI
or i-PRINT SCREEN-COPY-PASTE at the KM TRACK SYSTEM
PAYONE
* Employee Record/Information

* TIME LOGS
*Every after Cut off of the month always update the timelogs to refr
*Always check the LOG INFO if there is an error or forgot to log in ot
 *KM READING:

* Sa Paggawa ng gas KA
NG UMAGA (Bago

* 125 cc -- 38 km/run
*126 cc -- 35 km/run
*Pag sa traccker mag beb

e timelogs to refresh the time IN and OUT.

orgot to log in ot out
MANUAL COMPUT

COMPUTATION FO
TOTAL km (Based o
38 km/run o

=Total Gas Allow

COMPUTATION FO

TOTAL KM RUN (PM

38 km/run o

=Total Gas Allow

aggawa ng gas KAILANGAN MAPICTURE'AN ANG SPEEDOMETER
G UMAGA (Bago umalis ang AO at Hapon pag kadating nila)

c -- 38 km/run
-- 35 km/run
traccker mag bebase ng Gas gamitin ang naread na KM run nila para m

UAL COMPUTATION:

PUTATION FOR KM READING (Tracker)

L km (Based on Tracker) x Gas Price
38 km/run or 39

tal Gas Allowance

PUTATION FOR KM READING (ODOMETER)

L KM RUN (PM-AM) X GAS PER LITER

38 km/run or 39

tal Gas Allowance

 *CASH ADVANCE EVE
DOMETER
nila)

M run nila para macompute ang GAS

*CLICK THE (+) BUTTON TO ADD THE EM

* INPUT THE AMOUNT DESIRE
* Save and click print
H ADVANCE EVERY 12TH AND 27 OF THE MONTH

HE (+) BUTTON TO ADD THE EMPLOYEE'S NAME WHO WANTED TO HAVE CASH ADVANCE
HE AMOUNT DESIRE
e and click print