For Review
Collections For Review are payments that need verification or additional processing before being finalized.
Overview
Some collections require review before being confirmed. This could be for verification, approval, or reconciliation purposes.
Page Layout
- Search - Find specific items
- Filter - Filter by type, date
- For Review Table - Items needing attention
Review Reasons
Collections may be flagged for review due to:
| Reason | Description |
|---|---|
| Amount Mismatch | Payment doesn't match invoice |
| Unidentified | Can't match to project/client |
| Large Amount | Exceeds threshold |
| Partial Payment | Not full invoice amount |
| Post-Dated | Future-dated check |
| Returned | Bounced check |
Table Columns
| Column | Description |
|---|---|
| Reference | Collection reference |
| Date | Transaction date |
| Client | Paying party |
| Amount | Payment amount |
| Reason | Why under review |
| Days Pending | How long in review |
| Assigned To | Who's reviewing |
Common Tasks
Reviewing a Collection
- Click on item to review
- Examine details:
- Payment information
- Related invoices
- Discrepancies noted
- Investigate if needed
- Take action
Approving a Collection
- Open item
- Verify information is correct
- Click Approve
- Collection moves to completed
Rejecting a Collection
- Open item
- Note issues found
- Click Reject
- Add rejection reason
- Follow up as needed
Reassigning Review
- Select item
- Click Reassign
- Select team member
- Add notes
- Confirm reassignment
Resolution Actions
| Action | When to Use |
|---|---|
| Approve | Everything verified correct |
| Adjust | Minor discrepancy to fix |
| Return | Needs more information |
| Reject | Cannot be processed |
| Escalate | Needs higher authority |
Tips
- Timely Review - Process promptly
- Document Issues - Note all discrepancies
- Follow Up - Resolve outstanding items
- Communicate - Contact client if needed
- Escalate Appropriately - Get help when needed
Related Pages
- Collection Logs - All collections
- Collection by Project - Project view
- Collection by Client - Client view
💡 Note: Items in review should be resolved promptly to maintain accurate financial records.