Focus Interchange Reporting System

1
Focus Interchange Reporting System

• This program has been created to give you a tour
  and assist you in using the BPCA Focus
  Interchange Reporting System.

2

• Web based
• Access to more products click through portfolio
  analysis, public record data, collections
  functionality, etc.
• Demographic data
• State of the art data processing technology
• Seasoned I.T. experts perform initial data intake
  programming
• Automation of data processing
• The most current data possible
• Ease of Use
• Simple search and report retrieval
• More Analytics
• Full graphical presentation
• Multiple Credit Scores
• Data breakdown by company and industry
• Access to more data
• Transportation
• Leasing
• Industrial Supply Distribution
• Hardware
• Appeal and footwear

• Combines the best of a group report
• member aging
• industry specific data
• data cleansing
• with the best of a bureau report
• demographics
• access to other industries
• validated scores
• graphical trending

3
Home Page
4
Home Page
Pull Credit Reports directly from the Home Page.
Enter part of the name and the State. To narrow
the search you may enter the City.
Pull Credit Reports (DIG) directly from your Home
Page.
5
Displays a score for your industry, and a score
for all industries
BPCA
The Score on the left shows all companies selling
the customer.
The Score on the right shows only reported score
for your industry,

• Key Features
• Detailed firmagraphic information
• Customizable scores for your industry and the
  broader market
• Interactive chart trending and easy to read score
  commentary

Shows the Score Trend over time
6
Breaks out data from your company, your industry,
and all industries complete with DBT trend
Graph showing D.B.T. over a period of time.
You are able to determine when you should see a
Caution (yellow) or Warning (red) to be in line
with your Credit Policy.

• Key Features
• Key payment information for your company, your
  industry and all companies in the database
• Configurable visual warning indicators to monitor
  problem areas
• Interactive chart trending and easy to read
  payment experience commentary

7
Shows aging analysis and past due trend
Graph showing Average Aging Balances over last 6
months
Graph showing 30 Day Past Due Trend

• Key Features
• Aging information for your company, your industry
  and all companies in the database
• Interactive past due chart trending for quick
  analysis

8
Register for the next meeting
9
Register for the next meeting
The X indicates you have not yet registered or
submitted accounts. The first step is to
register.
10
Register for the next meeting
Select which events you will attend, or click the
box on top to Select All events.

• BPCA will easily be able to keep track of which
  members will attend which events and which are
  meals, entertainment, etc.

11
Register for the next meeting
Then click Register when youre finished.
12
Register Additional Attendees from Your Company
You may register additional people from your
company or a spouse at this point.
13
Select Accounts for Discussion
Or you may click Submit Accounts to begin
selecting accounts for discussion.
14
Select Accounts for Discussion
Click Add Account to select your first account
for discussion.
15
Select Accounts for Discussion
Enter at least a name and select a state to
search for the account. The less information you
enter in the name field, the better your search
results will be.
16
Select Accounts for Discussion
Select which account matches your preferenceIf
there is more than one account, Merge the
duplicate reports.
17
Select Accounts for Discussion
Then click on Submit.
18
Select Accounts for Discussion
Your account has successfully been submitted.
Click Edit if youd like to view/edit your trade
data.
19
Select Accounts for Discussion
You can view/edit the historical data from your
data submissions shown below.
Always know what your electronically submitted
A/R data looks like at any point in time
20
Select Accounts for Discussion
And you can also manually add more current data
if applicable.
21
Venue Travel
Click Venue Travel for a link to your groups
hotel info, special booking website link, and
other helpful travel links.
Easy links to book your room, directions,
weather, local attractions automatically
updated for every meeting.
22
Venue Travel
Centralized access to all the information you
need to plan for and attend your meeting
23
Reports
Click Reports to see the Group Meeting Discussion
List, and Attendee and Membership Rosters.
24
Reports
Click Group Meeting Discussion List to view the
selected accounts and add your A/R experience if
applicable.
25
Reports
No need to look at every account simply move
mouse down the page and easily identify any
accounts that need your manual intervention.
Hover your mouse over the number of members
reporting to easily see if your data is showing
on any account.
26
Reports
View/Print/Save the Group Meeting Discussion List
at any time.
27
Reports
Never worry about forgetting to bring your
reports or not having access to them. Convenient
PDF file can be easily saved and printed.
You will also be able to view and download your
meeting discussion report. This link will only
be available one week prior to meeting
otherwise you will not see it.
28
Home Page
From the Home Page, click here to send out an
alert.
29
Home Page
-OR- click here to send out an alert.
30
Alerts

• OR-
• Select Alert History to view peer alerts

Click New Alert to issue a new alert.
31
Alerts
Search for the company that you want to issue the
alert.
Alerts
Select a company from the search results to issue
your alert
32
Alerts
Insert dollar amount associated with your Alert,
ESP when the Alert is any of the CSL letters,
Final Demand, Placed for Collection, or a Bad
Debt Write-off.
-AND- Select the reason for your alert
33
When the Alert is regarding a Bankruptcy Filing .
. .
Enter the Case Number, and then forward a copy of
your notification to BPCA at either
service_at_bpca.org or fax to 636-272-2973
Choose Reason for Alert as Bankrupt
Insert Chapter Number of Filing
34
Alerts

• Once you submit your alert it is disseminated to
  the group in an E-mail (see below example)

35
This concludes the HOW TO tutorial and preview
of the new Focus Interchange Reporting System for
BPCA. As you utilize this system, we feel
certain you will come to realize you are being
provided sufficient and accurate information that
will enable you to make sound credit decisions
without the higher cost of commercial For-Profit
credit reports. At any time you have questions,
call [phone] for assistance. Thank
You, BPCA