Use the work scheduler to create new and schedule items such as isolate, re index, aging, exposure, recalculation and past due.

Go to Maintenance > General Maintenance > Work Scheduler.

Work scheduler access menu

Work scheduler main menu

New Item - Create a new a scheduled work item (see below for details).
Delete Item - Delete an item.
Copy Item - Copy an item.
Run Now - Run the work scheduler.
Refresh List - Refresh the list.
Exit - Return to main menu

Choose new item from the menu to create a new scheduled work item. This example will show a past due invoice notification. Press Continue.

Create new scheduled work item.

The Past Due Notification tool automatically sends notifications to your customers when their invoices are past due.

When you first create a Past Due Notification work item, CATS will automatically prompt you to generate a trigger by entering the number of days past due.

Enter the number of days past due. Press Apply to continue.

Enter number of days past due.

Here you can manage the triggers for this past due work item. The past due notification tool supports independent triggers with different messages based on the number of days past due.

Add email message, interests rates and/or choose to send daily reminders.

Set up past notification triggers

• Add Trigger click this button to add a new trigger based on the number of days past due.
• Days past due change the days past due for the currently selected trigger.
• Remove eliminate the currently selected trigger.
• Email message the body of the email to be sent when a past due invoice .
• Copy previous trigger click this to copy the email message from the previous trigger.
• Email subject line the subject line for the email.
• Interest rate interest rate to apply to the past due email's balance.
• Send daily reminders send an email each day the past due invoice has a balance after the trigger date.

Modify email options.

Include or exclude accounts.

Use this tool to review email addresses.