Mass Forward to an Outside Collection Agency

This option allows you to forward a grouping of debtors to an Outside Collection Agency based on specific criteria.

Step 1: Click on Operations > Forwarding > Mass Forward to OCA.

Step 2: In the Mass Forward to Outside Collection Agency window, select the Outside Collection Agency that you would like to send the accounts to.

Step 3: Select if you want to “Include accounts in the next batch sent to OCA?”.

  • If you select this, the account will be included in the Forward Queue to be sent next time you process as a New Record. If you clear this than the account will not be included in the next forward file at all. This is helpful if the OCA already has the Debtor and you do not want to send it again.

Step 4: Choose the query parameters to define which accounts should be Mass Forwarded. Click on the grid below Attribute, Comparison and Value to set each of them.

Step 5: Click the 'Run Query' button to see the results.

Step 6: Select the names of the debtors to Forward. Use 'Select All' and 'Unselect All' buttons if you need them.

Step 7: Click 'Forward Accounts'.

  • If you clear the “Include in next batch sent to OCA” checkbox, it will immediately note the accounts as forwarded, but will not place them in the queue.
  • If you selected to “Include in next batch sent to OCA” it will provide you with this success dialog box and place the accounts in the queue.

The Debtor and Account will be noted of the Forward to OCA

Debtor Main information:

Account Folder/ Forward Status Tab:


Step 8: Now the Debtors are in a Queue to be forwarded to OCA, but nothing has actually happened yet. You will need to Process the Queued Forwarded Accounts in order for it to note the Debtors that have been sent. Click hereto go over that process.

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Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


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