{"id":652,"date":"2025-10-03T10:41:35","date_gmt":"2025-10-03T10:41:35","guid":{"rendered":"https:\/\/isolutions-tn.com\/?post_type=docs&#038;p=652"},"modified":"2025-10-03T21:14:27","modified_gmt":"2025-10-03T21:14:27","password":"","slug":"winrecouvrementwiki","status":"publish","type":"docs","link":"https:\/\/isolutions-tn.com\/index.php\/docs\/winrecouvrementwiki\/","title":{"rendered":"Gestion de Portefeuille: Guide Complet pour Cr\u00e9ances"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">&#x1f4cb; <strong>1. GESTION DU PORTEFEUILLE<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Navigation dans la Liste des Cr\u00e9ances<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Acc\u00e8s<\/strong> : Menu \u00ab\u00a0Dossiers\u00a0\u00bb \u2192 Liste des cr\u00e9ances<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"584\" height=\"68\" src=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Menu-DossierspHljsxVQ1759487754.png\" alt=\"\" class=\"wp-image-653\" srcset=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Menu-DossierspHljsxVQ1759487754.png 584w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Menu-DossierspHljsxVQ1759487754-300x35.png 300w\" sizes=\"(max-width: 584px) 100vw, 584px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fonctionnalit\u00e9s cl\u00e9s<\/strong> :\n<ul class=\"wp-block-list\">\n<li>Filtrage avanc\u00e9 multicrit\u00e8res<\/li>\n\n\n\n<li>Tri intelligent selon priorit\u00e9s<\/li>\n\n\n\n<li>Actions group\u00e9es pour optimiser la productivit\u00e9<\/li>\n\n\n\n<li>Indicateurs visuels (codes couleur et symboles)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Recherche de Dossiers<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Recherche par num\u00e9ro de dossier<\/li>\n\n\n\n<li>Filtres par cr\u00e9ancier, statut, montant<\/li>\n\n\n\n<li>Recherche par nom de d\u00e9biteur<\/li>\n\n\n\n<li>Crit\u00e8res de date (cr\u00e9ation, \u00e9ch\u00e9ance)<\/li>\n\n\n\n<li>Utiliser les \u00ab&nbsp;Loupes&nbsp;\u00bb directement pour une recherche \u00ab&nbsp;Commence par&nbsp;\u00bb, ou par clic-droit sur la loupe pour un filtre d\u00e9taill\u00e9<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"583\" height=\"191\" src=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Table-Deb-RechmehI0Uqg1759487930.png\" alt=\"\" class=\"wp-image-656\" srcset=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Table-Deb-RechmehI0Uqg1759487930.png 583w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Table-Deb-RechmehI0Uqg1759487930-300x98.png 300w\" sizes=\"(max-width: 583px) 100vw, 583px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">&nbsp;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">&#x1f4bc; <strong>2. GESTION DES CR\u00c9ANCES<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Fiche Cr\u00e9ance Compl\u00e8te<\/strong><\/h3>\n\n\n\n<p><em>Interface principale de la fiche cr\u00e9ance avec ses onglets sp\u00e9cialis\u00e9s<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"662\" src=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-2025XEfPJmFM1759487841-1024x662.png\" alt=\"\" class=\"wp-image-655\" srcset=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-2025XEfPJmFM1759487841-1024x662.png 1024w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-2025XEfPJmFM1759487841-300x194.png 300w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-2025XEfPJmFM1759487841-768x497.png 768w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-2025XEfPJmFM1759487841.png 1079w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Structure de la fiche :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Onglet Identification<\/strong> : Informations du d\u00e9biteur (nom, adresses, contacts)<\/li>\n\n\n\n<li><strong>Onglet Valeur Cr\u00e9ance<\/strong> : Montants, engagements, calculs automatis\u00e9s<\/li>\n\n\n\n<li><strong>Onglet Engagements<\/strong> : Suivi des Ech\u00e9ances, Impay\u00e9s, \u2026<\/li>\n\n\n\n<li><strong>Onglet Arrangements<\/strong> : promesses et n\u00e9gociations, suivi des \u00e9ch\u00e9anciers d\u2019arrangement<\/li>\n\n\n\n<li><strong>Onglet Actions<\/strong> : Historique des interventions<\/li>\n\n\n\n<li><strong>Onglet Planifications<\/strong> : Organisation du travail par dossier<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Donn\u00e9es Essentielles Visibles<\/strong><\/h3>\n\n\n\n<p>&#x2705; <strong>Informations D\u00e9biteur<\/strong> :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nom\/RS, Adresse, Contacts, CIN, RC, MF, Adresses<\/li>\n\n\n\n<li>Situation juridique, identification bancaire<\/li>\n<\/ul>\n\n\n\n<p>&#x2705; <strong>Valeurs Financi\u00e8res<\/strong> :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Montant cr\u00e9ance : Somme des engagements du d\u00e9biteur<\/li>\n\n\n\n<li>Versements : somme des versements effectu\u00e9s par le d\u00e9biteur<\/li>\n\n\n\n<li>Reste d\u00fb : Restant d\u00fb <\/li>\n\n\n\n<li>Frais engag\u00e9s et provisions<\/li>\n\n\n\n<li>Type de valeurs = \u00ab&nbsp;Globales&nbsp;\u00bb, dans ce cas Montant Cr\u00e9ance = M.D\u00e9couvert+M.Cr\u00e9dit+M.Commercial+M.Int\u00e9r\u00eat Cnv<\/li>\n\n\n\n<li>Type de valeurs = \u00ab&nbsp;D\u00e9taill\u00e9\u00bb, dans ce cas Montant Cr\u00e9ance = Somme Engagements<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">&#x26a1; <strong>3. TRAITEMENT D&rsquo;UN DOSSIER<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Gestion des Actions<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"294\" src=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-ActionsbRxZV6j71759525703-1024x294.png\" alt=\"\" class=\"wp-image-661\" srcset=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-ActionsbRxZV6j71759525703-1024x294.png 1024w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-ActionsbRxZV6j71759525703-300x86.png 300w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-ActionsbRxZV6j71759525703-768x220.png 768w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-Creance-ActionsbRxZV6j71759525703.png 1032w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>Onglet de cr\u00e9ation et suivi des actions \u00e0 partir de la fiche du D\u00e9biteur<\/em><\/p>\n\n\n\n<p><strong>Types d&rsquo;Actions Disponibles<\/strong> :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Amiable<\/strong> : Appels, lettres de rappel, n\u00e9gociations<\/li>\n\n\n\n<li><strong>Contentieux<\/strong> : Proc\u00e9dures judiciaires<\/li>\n\n\n\n<li><strong>Ex\u00e9cution<\/strong> : Saisies, mesures d&rsquo;ex\u00e9cution<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Param\u00e8tres d&rsquo;une Action<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cat\u00e9gorie<\/strong> : Amiable, Contentieux, etc.<\/li>\n\n\n\n<li><strong>Type d&rsquo;action<\/strong> : Notification, rappel, etc.<\/li>\n\n\n\n<li><strong>Intervenant<\/strong> : Huissier, avocat, charg\u00e9 interne<\/li>\n\n\n\n<li><strong>Dates<\/strong> : D\u00e9but, fin pr\u00e9vue, relance<\/li>\n\n\n\n<li><strong>Objet <\/strong>: Objet de l\u2019action<\/li>\n\n\n\n<li><strong>Observations<\/strong> : Suivi d\u00e9taill\u00e9<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><em>Fiche Action<\/em><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"994\" height=\"560\" src=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-ActionvKjH3ET91759525759.png\" alt=\"\" class=\"wp-image-662\" srcset=\"https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-ActionvKjH3ET91759525759.png 994w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-ActionvKjH3ET91759525759-300x169.png 300w, https:\/\/isolutions-tn.com\/wp-content\/uploads\/2025\/10\/Fiche-ActionvKjH3ET91759525759-768x433.png 768w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Utiliser le bouton \u00ab&nbsp;Ajouter Note&nbsp;\u00bb &nbsp;pour mettre \u00e0 jour une action existante<\/li>\n\n\n\n<li>L\u2019action choisie poss\u00e8de une dur\u00e9e et un param\u00e8tre de rappel, donc la date de rappel et la date de fin pr\u00e9vue sont propos\u00e9es automatiquement<\/li>\n\n\n\n<li>L\u2019action choisie appartient \u00e0 une \u00e9tape et sous-\u00e9tape de recouvrement, donc selon cette action, un changement d\u2019\u00e9tape ou de sous-\u00e9tape peut \u00eatre propos\u00e9<\/li>\n\n\n\n<li>L\u2019action choisie peut avoir un Frais automatique, donc son choix peut entrainer un frais<\/li>\n\n\n\n<li>Ex\u00e9cution en un clic des actions planifi\u00e9es \u00e0 partir de l\u2019onglet \u00ab&nbsp;Planif.&nbsp;\u00bb de la fiche d\u00e9biteur<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">&#x1f504; <strong>4. PROCESSUS OP\u00c9RATIONNEL<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u00c9tapes de Traitement Standard<\/strong><\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Identification<\/strong> du d\u00e9biteur et de la cr\u00e9ance<\/li>\n\n\n\n<li><strong>Enregistrement<\/strong> des engagements et garanties<\/li>\n\n\n\n<li><strong>Planification<\/strong> des actions de recouvrement<\/li>\n\n\n\n<li><strong>Ex\u00e9cution<\/strong> des rappels et relances<\/li>\n\n\n\n<li><strong>Suivi<\/strong> et mise \u00e0 jour des r\u00e9sultats<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Rappels et Alertes<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Notifications automatiques des actions \u00e0 effectuer<\/li>\n\n\n\n<li>Alertes sur les \u00e9ch\u00e9ances de paiement<\/li>\n\n\n\n<li>Rappels des engagements clients<\/li>\n\n\n\n<li>D\u00e9tection des anomalies sur dossiers<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">&#x1f4ca; <strong>5. \u00c9TATS ET RAPPORTS<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Rapports Disponibles<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00c9tat du portefeuille par cr\u00e9ancier<\/li>\n\n\n\n<li>Suivi des actions par p\u00e9riode<\/li>\n\n\n\n<li>Analyse des r\u00e9sultats de recouvrement<\/li>\n\n\n\n<li>Tableaux de bord synth\u00e9tiques<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Indicateurs Cl\u00e9s<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Taux de recouvrement<\/li>\n\n\n\n<li>D\u00e9lai moyen de traitement<\/li>\n\n\n\n<li>R\u00e9partition par statut de dossier<\/li>\n\n\n\n<li>Performance par type d&rsquo;action<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">&#x2705; <strong>POINTS CL\u00c9S \u00c0 RETENIR<\/strong><\/h2>\n\n\n\n<p>&#x1f3af; <strong>Interface unifi\u00e9e<\/strong> : Toutes les informations d&rsquo;un dossier accessibles via la fiche cr\u00e9ance<br>&#x1f3af; <strong>Vision 360\u00b0<\/strong> : Historique complet des actions et paiements<br>&#x1f3af; <strong>Automatisation<\/strong> : Rappels et alertes pour ne rien oublier<br>&#x1f3af; <strong>Tra\u00e7abilit\u00e9<\/strong> : Conservation de tous les \u00e9l\u00e9ments du dossier<br>&#x1f3af; <strong>Flexibilit\u00e9<\/strong> : Adaptation aux diff\u00e9rents types de cr\u00e9ances<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#x1f4cb; 1. GESTION DU PORTEFEUILLE Navigation dans la Liste des Cr\u00e9ances Recherche de Dossiers &nbsp; &#x1f4bc; 2. GESTION DES CR\u00c9ANCES Fiche Cr\u00e9ance Compl\u00e8te Interface principale de la fiche cr\u00e9ance avec ses onglets sp\u00e9cialis\u00e9s Structure de la fiche : Donn\u00e9es Essentielles Visibles &#x2705; Informations D\u00e9biteur : &#x2705; Valeurs Financi\u00e8res : &#x26a1; 3. TRAITEMENT D&rsquo;UN DOSSIER Gestion&hellip; <br \/> <a class=\"read-more\" href=\"https:\/\/isolutions-tn.com\/index.php\/docs\/winrecouvrementwiki\/\">Lire la suite<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[57],"doc_tag":[67,69,65,64,68,62,60,70,63,58,66,59,61],"class_list":["post-652","docs","type-docs","status-publish","hentry","doc_category-winrecouvrement","doc_tag-amiable","doc_tag-arrangement","doc_tag-assurance","doc_tag-banque","doc_tag-contentieux","doc_tag-creances","doc_tag-dso","doc_tag-engagement","doc_tag-finance","doc_tag-logiciel","doc_tag-procedure","doc_tag-recouvrement-de-creance","doc_tag-taux-de-recouvrement"],"year_month":"2026-04","word_count":643,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/isolutions-tn.com\/index.php\/author\/admin\/"},"doc_category_info":[{"term_name":"WinRecouvrement","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-category\/winrecouvrement\/"}],"doc_tag_info":[{"term_name":"amiable","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/amiable\/"},{"term_name":"arrangement","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/arrangement\/"},{"term_name":"assurance","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/assurance\/"},{"term_name":"banque","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/banque\/"},{"term_name":"contentieux","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/contentieux\/"},{"term_name":"cr\u00e9ances","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/creances\/"},{"term_name":"DSO","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/dso\/"},{"term_name":"engagement","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/engagement\/"},{"term_name":"finance","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/finance\/"},{"term_name":"logiciel","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/logiciel\/"},{"term_name":"proc\u00e9dure","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/procedure\/"},{"term_name":"recouvrement de cr\u00e9ance","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/recouvrement-de-creance\/"},{"term_name":"taux de recouvrement","term_url":"https:\/\/isolutions-tn.com\/index.php\/docs-tag\/taux-de-recouvrement\/"}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/docs\/652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/comments?post=652"}],"version-history":[{"count":2,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/docs\/652\/revisions"}],"predecessor-version":[{"id":663,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/docs\/652\/revisions\/663"}],"wp:attachment":[{"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/media?parent=652"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/doc_category?post=652"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/isolutions-tn.com\/index.php\/wp-json\/wp\/v2\/doc_tag?post=652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}