Patricia Reyna

About Patricia:

Patricia loves a challenge and over the past decade has built a strong tool set in Collection-Master, vMedia, and SQL Server.

Collection-Master Expertise:

• Accounting (Financials)
  • Create or reset a bank account
  • Edit remit templates
  • Reconcile bank accounts
  • Set up payment and post transactions
  • Set up AutoPost, AutoReverse, AutoCost
  • Investigate and resolve discrepancies (e.g., reversals; improperly posted transactions)
  • Resolve validation errors, Account Card issues
  • Move specific forwarders to Pool Cost
• Automation & Workflow
  • Set up automation using Task Scheduler.
  • Trigger workflows using [1-7-1] documents and Diary Codes
  • Use Field Level Events to trigger actions when fields are updated
• Documents & Reports
  • Set up document workflow and automation, including mail merge
  • Set up, edit, and fix document macros/templates
  • Create and edit Smart Document scripts
  • Create and edit report templates
  • Build reports and queries
  • Automate [3-2] Report Generator 
• DTP/Module Integrations
  • Build import and export processes
  • Onboard new client
  • Set up, export, and re-trigger records (CMvX, CM EDI, etc.)
• SQL Server
  • Install SQL back end
  • SQL Queries
• System Management
  • Install/update CM and VLM
  • Server migration assistance
  • Workstation setup
  • Group Security/Zone Security setup
• Training
  • EDI/DTP use, import/export, and automation

vMedia Expertise:

• Includes both DBF and SQL versions
• Install SQL back end
• Install/update vMedia and VLM
• Workstation setup
• Spectrum Importer/Exporter setup
• Scanner setup and troubleshooting
• SQL integration

Patricia’s Links:

• Patricia’s vConnect Spotlight