Paul Perez

About Paul:

With over 10 years supporting Vertican products, Paul can handle almost anything in Collection-Master as well as having expertise with vMedia and vExchange.

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
• 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.)
• System Management
  • Install/update CM and VLM
  • Server migration assistance
  • Workstation setup
  • Group Security/Zone Security setup
• Training
  • Fundamentals training (basic)
  • Financials training (basic and advanced)
  • EDI/DTP use, import/export, and automation

vMedia Expertise:

• Install/update vMedia and VLM
• Workstation setup
• Spectrum Importer/Exporter setup
• Scanner setup and troubleshooting
• SQL integration

vExchange Expertise:

• vX overview and interaction with Collection-Master

Paul’s Links:

• Cross-Train Staff before you have an Emergency (link)
• Paul’s vConnect Spotlight
• Bad Remit Data Fixed and $6m Balance Discrepancy Reconciled (link)