Fease automatically places debtor accounts into the relevant follow-up actions within your workflow, based on the ageing of each account. This article explains how the automatic allocation works and what to expect if your school is new to the Finance module.

Fease > Workflow

How does automatic account allocation work?

Fease integrates directly with your d6 Finance module and reads the ageing data on each debtor account. Based on how long a debt or outstanding fee has been on the account, Fease places it into the appropriate age bracket and assigns the relevant debtor account within the follow-up action in your workflow automatically.

The age brackets used are:

• 0–30 days: Accounts with up to one month outstanding.

• 31–60 days: Accounts with one to two months outstanding.

• 61–90 days: Accounts with two to three months outstanding.

• 91–120 days: Accounts with three to four months outstanding.

• 151–180 days: Accounts with five to six months outstanding.

Do I need to allocate accounts manually?

No. You do not need to allocate accounts manually. Fease handles this automatically based on the ageing data pulled from the d6 Finance module. As long as your Finance module is active and up to date, accounts will be placed into the correct follow-up actions without any manual intervention.

What if my school is new to the Finance module?

If your school has recently started using the d6 Finance module, the ageing on some accounts may not appear correct at first. This is expected behaviour. As your Finance module accumulates more transactional history over time, the ageing data will stabilise and accounts will be placed into the correct brackets naturally.

Frequently asked questions

Does Fease automatically place accounts into the correct follow-up actions?

Yes. Fease automatically allocates debtor accounts to the relevant follow-up actions in your workflow based on the ageing of the debt, as read directly from the d6 Finance module. No manual allocation is required.

What age brackets does Fease use to assign follow-up actions?

Fease uses the following brackets: 0–30 days (up to one month), 31–60 days (one to two months), 61–90 days (two to three months), 91–120 days (three to four months), and 151–180 days (five to six months). Each bracket corresponds to a follow-up action in your workflow.

Why does the ageing on some accounts not look correct?

If your school is new to the Finance module, account ageing may not appear accurate initially. This is normal and will resolve itself as the Finance module is used over time. The ageing data will stabilise naturally as more transaction history is recorded.

Where does Fease get the ageing data from?

Fease reads ageing data directly from your d6 Finance module. The two systems are integrated, so any outstanding fees or debts recorded in Finance are automatically picked up by Fease and used to determine the correct follow-up action.