Manually Run Collectors

The collector process, also known as the collector run, will create charge info records for billing activity that was not previously collected and translated into charge info records. Gotransverse recommends initiating the collector process first so that you will have the most recent billing activity captured and prepared as charge info records.

Complete the following steps to manually run the collector process:

1. Select Revenue Management from the Gotransverse application menu .

2. Click AR Ledger in the left pane.

   

   AR Ledger Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. Select Run Collectors from the AR Ledger drop-down menu.

   

   AR Ledger Drop-down Menu - Run Collectors Option

4. Select the checkboxes for the collectors you want to run in the Run Collectors window. Clear the checkboxes for collectors you do not want to run. Contact Gotransverse Technical Support for assistance in understanding which collectors may be needed.

   Click Configure Fields to adjust which collector options display. Refer to Collector Operation Groups and Categories for a list of Groups, Categories, and the collectors that are run for each category.

   

   Run Collectors Window

5. Click Run Collectors to start the collection.

   When the collector process is done, new charge info records will be added to the list found on the Charge Info Records window. Navigate to the list by selecting Charge Info Records in the left pane.

   You must first select a Billing Account Number or Charge Info Record ID value from the filter slide-out window to display any records. Refer to Filter, Configure, or Export Charge Info Records for more information.

   

   Charge Info Records Window

   View status and other information about the Collector run on the Revenue Management Run Manager Module window.

   To generate transactions from the new charge info records, manually run the AR Ledger. Refer to Manually Run AR Ledger for more information.