Manual Product - Accounts Payable reconciliation
For the insurers that you have manual product policies for, there will be a slight difference to the insurer statement reconciliation process (Accounts Payable). The process can still be completed in black, like the usual, however the + Add New Statement feature is not going to function. This is because the s…
Transaction & Payment Reconciliation report
Transaction & Payment Reconciliation Report Guide * Tabular report that contains details about both transactions and payments for the brokerage. * Displays Company fee, Interest Fee and other Fees (NSF) * Updated daily. Where is it? Open Insights module, click on Reports and open 'Transaction & Payment Rec…
Disputed Payments
A situation might occur where a payment shows as Paid in the Payments screen, but the payment might have been disputed and therefore status needs to change. A customer might contact you about this or you may see by logging into the payment processor like Worldline. How would we know if a payment is Disputed? B…
