WeconnectU provides Attorneys with a comprehensive set of tools designed to efficiently manage and oversee customers who have been handed over to them. Our platform enhances scalability and transparency, fostering seamless communication and feedback between Attorneys, customers, and managing agents. 

The following modules are available to Attorneys:

1. Customers

2. Unit Details

3. Documents

1. Customers

1.1. Customer Age Analysis

Navigation: Dashboard > Customer Age Analysis or Blue sidebar > Customers > Customer Age Analysis

The customer age analysis feature is the balances of debtors/owners handed over to the specific Attorney. Here the Attorney would see the owner's total balance, current, 30 days, 60 days, 90 days, and 120 days balance.

To view the details/movements on their account, click on any of the current owner’s names.

The Attorney will be able to do the following actions: 

1.1.1. Filtering:

The Attorney can filter according to Debt Status and Customer Groups, if applicable.

1.1.2. Exporting Report:

 The report can be exported by clicking on Download Excel.

1.1.3. Provide feedback/ Adding notes:

Attorneys can provide feedback, add notes, view uploaded documents, and add documents to the customer accounts by clicking on the blue note icon next to the customer's name.

On the notes page, all previous notes and statuses applied to the customer are visible.

To add a note or upload an attachment, complete the following fields:

• Notes: Feedback, arrangements notes, etc.
• Document Name: Enter the name of the document being uploaded.
• Upload the document: Drag and drop the file or "Click to select Attachment".

Once the above have been added, click on Add note.

1.2. Customer Statement

Navigation: Dashboard > Customer Statement or Blue sidebar, click >Customers > Customer Account

The Attorney will be able to view the customer's statement, to determine the frequency of payments made, confirm that levies are being charged, and assess the outstanding balance that needs to be recovered.

The Customer Statement will show the debtors/owners handed over to the specific Attorney. To view the details/movements on their account, click on any of the current owner’s names.

Note: The date range can be expanded, depending on the period the Attorney needs to view the Customer's statement.

If necessary, the Attorney can download the Statement or view it in PDF.

1.3. Detailed Customer Ledger

Navigation: Dashboard > Detailed Customer Ledger or Blue sidebar > Customer > Detailed Customer Ledger

The detailed customer ledger will have all the details/movements for each customer's account. 

To view customers' accounts, select the customers from the drop-down menu, and click on Run Report. The option to download the report in Excel will be available.

1.4. Apply Statuses

Navigation: From the Dashboard, click on Apply Statuses, or from the Blue sidebar, click on Customers > Apply Status

Attorneys can easily update and track customers' debt statuses, ensuring managing agents are fully informed of each customer's outstanding balances and payment progress. This streamlined communication not only keeps agents up to date but also allows for quicker, more accurate decision-making, improving overall efficiency in managing customers' outstanding accounts.

The Attorney will be able to do the following actions:

Note: Ensure the correct aging date is selected by selecting the date in the Filter option field.

1.4.1. Filtering:

The Attorney can filter by Debt Status and Customer Groups, with the option to exclude or include zero or credit values.

1.4.2. Exporting reports:

The report can be exported by clicking on Download Excel.

1.4.3. Provide feedback/ Adding Notes:

The Attorney can provide feedback, add notes, or upload attachments to a customer's account, by clicking on the Blue note icon next to the customer's name.

1.4.4. Applying New Statuses

This can be done by ticking the box infront of the customer's name, and from the drop-down menu next to Select Status at the top of the page, select the new status.

The Attorney will be able to add a bulk note to all the customers, by entering the text in the box next to the Select Status. If the attorney needs to send out Arrear Letters to the customer, remember to tick the "Send Email" box and the "Send SMS" if applicable.

After selecting the new status and ticking the necessary boxes, scroll to the bottom of the page and click "Apply Status" to execute the action and send the letter.

2. Units

2.1. Unit Details

Navigation: From the Dashboard, click on Unit Details, or from the Blue sidebar, click on Units > Unit Details

Attorneys will have access to the customer's information, account, and communication records, enabling them to effectively manage and handle the customer's account.

On the Unit details page, click on the Customer's name to view the following information:

2.1.1. Customer Details

Attorneys will see the contact number, email address, banking details, and debit order status of the Customer

2.1.2. Finances

Here the Attorney can view the customer statement for a specified period with the option to expand the date range for a broader view.

2.1.3. Communication

This page provides access (based on the Attorney permissions) to all historical communications sent to the customer, including monthly statements and arrear letters, based on the Attorney's permissions.

3. Documents

Navigation: From the dashboard, click on Documents

The Attorney can view and download all the documents relevant to the community, facilitating easy access to important information and resources.

To download any file, simply click on the three dots located on the far right-hand side next to each item and select download.