Protrax Client Access

ProTrax On-line access

Track all of your collection accounts with the following features:

To Locate an Account:

You may click on the Debtor Lookup button. You will be taken into the Lookup screen. This screen allows you to put in our account number or the debtor’s name or Social Security Number or your account number. The program will then search for the account you requested and take you into the account screen with all of the account information.

The Account Information Screen allows you to view most of the information that we have on the account including any promise to pay amounts and the date we expect it. You can scan the accounts directly from this screen.

To View all of the Accounts in Collections:

You will be taken into the Debtor List. This screen allows you to print a list of all the accounts. It also allows you to view the account information by highlighting the name of the person you want to review and click on the view button, or by double clicking on the account. The Account Information Screen will come up as seen above, this allows you to view most of the information that we have on the account including any promise to pay amounts and the date we expect it. You can scan the accounts directly from this screen.

To Pull a Report:

You will be taken into the Report Option screen. You may choose the following reports:


This screen allows you to choose which report you would like. The next screen will prompt you for the date frame or month you would like the report for. You will then be given the option to print the report. If you choose print the program will send the report to your print manager and you will be prompted to view the printer details and settings. Once you have completed viewing or printing the reports you can leave this feature closing the window

Acknowledgment Report:

This report will give you a list of accounts you have placed for collection for any date range you choose.

Close and Return Report:

This report will give you a list of accounts we have closed and the reason we closed the account for any date range you choose.

Data Analysis Report:

This report will give you the financial data showing you how many accounts you have entered into the system each month and the recoveries you have experienced with this system.

Remittance Report:

This report will show all recoveries for any month you choose.

Status Report:

This report will list the status of each account along with the amount placed and the current balance.

To Pull a Customized Report:

You will be taken into the Custom Query Option screen. This screen allows you to choose which criteria to set for the report you would like. You are given the option to choose any combination of the following:

  • The Open, Closed or all Option
  • The Balance Range
  • The Listing Date
  • The Status Code

Once you have completed viewing or printing the reports you can leave this feature by closing the window.

View Promised Payments:

You can pull any accounts that have a promises to pay by clicking on the button that says Promised Payments. You will be given a list of the accounts along with a total at the bottom. You may also print this report.

View Promised Payments:

You can pull any accounts that have a past to payment by clicking on the button that says Past Payments. You will be given a list of the accounts along with a total at the bottom. You may also print this report.

Place accounts electronically with our Automated Placement System:

To Add Accounts:

You may click on the Add Accounts button. You will be taken into the Add Accounts screen.

This screen allows you to put the detail of each account into the system. You then have the option to add another or to exit back to the main screen.

To Place Accounts:

Click on the Place Accounts button. At this point the program will forward the accounts to our office. At this time we import the accounts into our system and begin the collection process.

A confirmation screen will appear listing the accounts that have been placed for collections.

To exit click on the LOGOUT button.

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