Client Setup Quick Reference

Client Setup Quick Reference

Key items to know in advance of setting up clients in the DAKCS system
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Commission – When setting up commission the key things that you need to know are:
  • Do you split commission of interest and other charges? If so, is commission split on all active accounts including legal or just active accounts?
  • Regardless of if commission is split on interest or other charges, what rate should be set?
  • Does the rate change based on age, status, skip, or balance? If so a variable table will need to be entered.
Trust Formula
  • Is the client net? – Simple flat commission or variable commission?
  • Is the client a gross remit client?
  • If the client is a gross remit client do you send all amount collected?
  • Do you send all amount to collected minus direct pays?
Legal Accounting – Does the client advance any legal costs?
  • Will your client advance court costs?
  • Will your client advance court costs and attorney fees?
  • Does the client not advance costs but require legal accounting?
Credit Class – This is required for medical accounts. This is suggested for all clients but most importantly medical accounts, that will require the agency to report to the 3 respective credit reporting agencies.

Will interest be calculated on accounts placed by the client?
  • Is interest based on date of referral, date of service, or date of delinquency?
  • What percent should interest be calculated at?
How should accounts for this client be distributed to the collectors?
  • Randomly between collectors?
  • Distributed alphabetically by debtor name?



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