To access Collection Items Services, click Collection Items Services on the CitiDirect navigation bar. The Collection Items Services Summary Form appears.
Click the Input/Modify Tab and then click New. A pop-up menu of transaction types appears.
Select the type of action you want to perform: Send Collection Item to Protest, Retrieve Collection Item from Protest, Reverse Collection Item, or Retrieve Collection Item from Protest and Reverse. A Search Definition Dialog box, which allows you to enter search criteria for finding the collection item you want to act on, appears.
Enter criteria in the Account Number field and at least one of the following three fields: Drawee Name, Customer Reference, or Citibank Reference, and then click Run Search. The Collections Items Services Lookup Dialog box appears with the results of the search. These results will be filtered on the status of the transactions based on the selected action. Only transactions to which you are entitled appear. Note: If no collection items match your search, an error message appears.
Select the collection item on which you want to perform an action. To select multiple collection items, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click OK. The Collection Items Services Action Detail Form contains a summary of all selected transactions.
Add or delete Collection Items, use the Add and Delete buttons.
Notes:
To return to the summary form at any time, click Return to Summary.
For information on the Other Options available, click here.