Create Debt Account and Create Customer ☑️

Typically, data appears in the Tratta System via file imports or through API integration.

However, there are instances where manually creating new debt accounts and associated resources is beneficial.

We've added the ability to create Debt Accounts and Customers directly within their respective sections—making it easy and straightforward!

If your organization utilizes a Parent-Child account structure, child accounts can now be added directly on the Parent Account page.

Please check out our documentation for more details.

Locations Settings 💼

Creating a Debt Account requires not only connecting a Customer but also assigning Locations.

Locations refer to the categories within an organization to which a Debt Account is assigned. Each Debt Account has a primary location, typically the Original Creditor. Additionally, a Debt Account may be linked to multiple other locations, further classifying it into subcategories such as Current Creditor and Product Types.

We have added a locations management feature in the Settings section.

Now, you can review, add, and edit locations with ease. For more detailed guidance on using this feature, review our documentation.