Merging Debtors: Debtor Ignore Functionality

We’re excited to introduce an improvement in TRUST designed to streamline your debtor management process: the ability to Ignore Debtors from the "Merge Debtors" list.

Why This Feature is Important:

When managing A/R aging information, it's common to encounter situations where the debtor names on your aging report differ from the names used by your insurance provider. Sometimes, these differences are due to subsidiaries or variations in company names, necessitating a merge with the correct insurance limits. However, there may be instances where certain debtors do not require a limit—such as local domestic companies you know will pay on time or other unique cases.

How It Works:

Ignore Debtors:

• Simplify Your Workflow: With the new Ignore function, you can now exclude specific debtors from the "Merge Debtors" list, keeping it organized and focused on the debtors that truly need attention.

• Flexible Management: If you decide later that a previously ignored debtor needs to be merged with an insurance limit, you can easily "Unignore" them, making the process flexible and adaptable to your changing needs.

Benefits:

• Improved Organization: Focus only on debtors that require merging, reducing clutter and increasing efficiency.

• Customizable Control: Keep your list tailored to your specific needs by ignoring debtors that don’t need insurance limits.

• Easy Reversal: Change your mind? You can always unignore a debtor if circumstances change.

This new functionality is part of our ongoing commitment to provide you with the tools necessary to efficiently manage your credit insurance policies. If you have any questions or need assistance with this feature, please reach out to your Customer Success Manager.