GeeDee for Windows

Creditors

Creditors

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Creditors

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OPTC - Creditors View

Click on the OPTC tab and the Creditors icon, the Creditors folder will then be displayed.

 

creditors step 1

From here, click on one of the alphabetical buttons on the left hand side to display creditors who have names beginning with that letter.

The creditor names beginning with that letter will be displayed as well as their Creditor ID number.

 

creditors step 2

Once an creditor is selected, a set of tabs will appear to the right. Clicking on these tabs allows you to view  archived items available for this creditor.

Note: A more specific set of data can be displayed by setting a Date or Period filter and choosing a Type.

 

creditors step 3

Archived items will appear under the appropriate tab, eg: Work Orders, Letters, Images etc.  All archived items archived will be displayed under the All tab. Other tabs headings will only appear when an item in that category has been archived from within the GeeDee system.

 

creditor steps 4

Note: Work Orders will display the property address related to that particular order.

Double clicking an item will display it in the viewing pane below.

 

creditors step 5

An item currently being viewed can be saved to another location, printed or emailed as required.

 

To print the selected item click on the printer icon in the top left corner of the document display pane.

 

To save the selected item to another location click on the disk icon in the top left corner of the document display pane.

 

To email a selected item click on the Email button under the OPTC icons.  See OPTC Email Button for further information on this feature.

 

creditors step 6

 

Note 1:

A red line through the mail envelope of any displayed creditor indicates that there is no email address in the GeeDee for Windows system.  Displayed items can still be emailed to the receiver of your choice using the single Email feature on the OPTC screen. However, Lessors, properties, tenants and creditors with no email address will not be displayed in the Bulk Email function..

 

Note.2:

Some users may see an email icon in the document viewer, this will depend on the version of Acrobat installed on your system. Clicking the email icon in the viewer will launch your email editor and attach the currently displayed document to a new outgoing email. If this function is available on your system we do not recommend using it as emails generated in this manner will not be recorded in the GDMS system.

 

 

 

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