This series covers the full finance process - from daily reconciliations to paying operators. All managers and account staff should view these help guides on a regular basis.


Modules

Reconciling Payments

New Returns

Editing Existing Returns

Exceptions Reports and Administration


Reconciling Payments

  • Cancellation Fees
  • Correcting Errors


Help Guide



Video Tutorial



New Returns

  • Running a new return
  • Viewing a return
  • RCTI
  • Emailing remittance advoces
  • Running selected returns


Help Guide



Video Tutorial


 

Editing Existing Returns

  • Viewing exisiting returns
  • Moving payments/changing dates
  • Reversing/deleting return payments


Help Guide



Video Tutorial



Exceptions Reports and Administration


Help Guide



Video Tutorial