User guide to Intrum Access

Sign in

To send and follow up a case for debt collection, sign in to the portal Intrum Access.
You have to activate the user the first time you log in. You activate the user through a separate mail you received when you became a customer. If you can not find the activation email, please contact innsyn@intrum.com.

Home page

The home page contains a top menu which allows you to navigate directly to the process you want to perform.
Settings gives you the option to change the menu language from Norwegian to English. The pull-down menu gives you more information and options.
You can register new debt collection cases and follow old ones.
It is also possible to do a search by assignment number, date of birth or personal ID number, organisation number, debtor´s name, creditor´s reference (your referance) or any additional information entered when the assignment is registered.
Tasks overview gives you a quick overview of the tasks awaiting processing. Category automatically redirectes you to the task list.
Direct payments/credit notes is a list of payments you have registered on cases when you have received money directly from the debtor.

Create assignment for dept recovery

Sign in to Intrum Access. Click on Debt Collection Norway.
Select the tab Create assignment in the top menu.

Step 1: Basic information

• In Your reference* you should fill in information that is easy for you to remember. For example customer number or the name of your client.
• Check the box reminder if you want Intrum to initiate the process of sending debt collection and automatic transfer to debt collection if the debt collection is not paid.
• Only check the box The case is disputed if there is a disagreement about the matter.

Step 2: Debtor Information

• Fill in the information about the debtor. The information you fill in depends on whether the debtor is a consumer(private individual) or a company. It is advisable to enter as much information as possible, even though not all the lines are mandatory. This allows us to simply follow up on your case.

Step 3: Claim information

• Fill in information about the unpaid invoice.
• The amount must be the original invoice amount and shall not include purse fees or interest.
• It is very important that the information you are filling in is from the first invoice. It is possible to add payments or credits in the invoice lines below, use a minus sign in front. Example -500.

Step 4: Confirm assignment

• This is an overveiw over everything you have entered. Click submit to send the claim. You will recieve a receipt in the web solution, but the case will be visible in Access starting next business day.
• If you want to add special important information about the case that the caseworker need to look at, you can do this the next day by looking up the case and write a comment or add an attachment.

Search

Search by assignment number, date of birth or personal ID number, organisation number, debtor´s name, creditor´s reference (your reference) or any additional information entered when the assignment is registered. Select the assignment you want to see in the results list by clicking on the assignment number.

Advanced search gives you the option of refining the search in a little more detail. You can drag and drop the requested portofolio(s) over to items selected. Once you have selected the portofolio(s), you can select the required criteria in the menu below.

Tasks

Here will you find a list of all tasks you have due for processing. You can click on the assignment number to enter the assignment details. You can also switch between assignments that are due to be processes and assignments that have already been processed.

By clicking on Task filters you will be given the option of adapting the task list according to the assignments you want to process.

By clicking on Tasks overview you get the same overview image as you saw on the home page.

Assignment summary

This gives you an overview of the basic information that is registered for the assignment. By clicking on Case handler you can also see who is the handler for your assignment at Intrum. If the assignment you have open has outstanding tasks, these are shown in the right-hand column, from where you can process the tasks directly.

Balance Information

This page gives you a breakdown of the claim registered for debt collection, shown in two columns. One for the remaining claim (current balance) and one for the original claim. Our own interest simulator allows calculation of interest forward in time if this is necessary for the future settlement of the outstanding principal.

• By clicking on Interest, the allocation of interest between you and Intrum AS is displayed.
• By clicking on Show transfers to the customer, you will see all payments Intrum har made to you in the assignment.
• By clicking on ID number, the remittance schedule for the disburdements is opened.
• By clicking on Show primary claims gives you an overview of the basis for the principal registered for the assignment.
• By clicking on Show invoiced entries shows the debits we have made against you in the relevant assignment.
• By clicking on Show security documents gives an overview of all security documents we have in the applicable assignment.

Debtor Info

Under this tab is where you can find the contact information we have registered for the debtor.
Show all assignments related to debtor shows any other assignments the debtor has registered against them.
If this is a guarantee assignment, you can see the information on the guarantee by clicking on Show guarantors.

Transactions

The default is to show all deposits made in the assignment.

• By clicking on Show allocations, you can see how each deposit has been allocated between the different items in the claim.
• You can choose to see all items. This gives you an overview of all items that have adjusted the principal or interest in the assignment.

Actions

This image shows you the last five actions in the assignment, with the accompanying dates.

• You can expand it to see all actions in the assignment by clicking on Show all actions.

Comments

This image gives an overview of the dialogue between you and Intrum relating to the case.

• You can filter the comments you want to see by clicking on All, Intrum or Me.
• To send a comment on the assignment, you can either choose a pre-defined comment and select one that fits from the list, or create a free text comment with up to 300 characters. Be aware that most of the pre-defined comments will not be manually processed by a case handler. Assignments that take a long time may generate costs, so check your agreement for information on what to do about assignments dragging on.
• You can upload assignment files either by uploading directly from your PC or by sending them attached to an e-mail. If you choose Send file(s) via email your e-mail client will be opened automatically. It is important to note that if you send an attachement without adding a free text comment, this will not create any follow up by your case handler at Intrum.

Documents

This shows the last five documents saved for the assignment.

• By clicking on the arrow-icon, you can see all documents that have been saved for the assignment.

Direct payment

Here, you can manage deposits against the principal that have been paid directly to you after the assignment has been registered for debt collection by entering the date (historic), the amount and any comments. You can also manage credit notes in the same way.