Blog Post
Knowledge Base Sitemap
Navigation
- Log in and log out
- Application toolbar
- User menu
- Job field
- Cash App Connect Home Page
- Image Navigator
- Hot Keys
Administration
- Administration Home page
- Access Administration Home page
- User accounts
- Passwords
- Edit User Dialog Box
- User History Dialog Box
Correlation
- Access Correlation Review Home page
- Correlation Review Home page
- Correlation History Home Page
- Correlate Payments With Remittances
- Employ Correlation Payments
- Employ Correlation Remittances
Work Queues
- Resolve Exceptions
- Work Queue Actions
- Check MICR
- Additional Info Panel
- Action Items Panel
- Work Queue Pages
- Match Review Queues
- Payment Review Queues
- Example of a Payment Review Page
- MICR Review Page
- Amount Review I Page
- Amount Review II Page
- Date Review Page
- Signature Review Page
- Payee Review Page
- Check Assist Page
- Amount Review I and II Exceptions
- Date Review Exceptions
- Payee Review Exceptions
- Signature Review Exceptions
- Check Assist Exceptions
- MICR Review Exceptions
Templating
- Create a Template
- Manipulate Data Regions
- Specify Master Remittance Columns
- EDI Remittances
- Remittance Types
- Balance Multi-Column Remittances
- Balance Multi-Page Remittances
- Balance Multi-Row Remittances
- Balance Single Column Remittances
- Balance Variable Row Remittances
- A Multi-Column Remittance
- A Variable Column Remittance
- A Variable Row Remittance
- A Multi-Page Remittance
- A Multi-Row Remittance
- A Single Column Remittance
Notes
Matching
- Line Items
- Line Item Manipulation
- Use Snippets
- Employ Quick Pick and Quick Pick Mode
- Balance Envelopes
Searching
- Search Home Page
- Application Searches
- Search Results Panel
- Search Details Page
- Envelope Details
- Move Envelopes
Reports
- Access Reporting Home page
- Reporting Home Page
- Generate Standard Reports
- Create Custom Reports
- Generate Standard Dashboards
- Create Custom Dashboards
- Dashboard Designer Page
- Employ Reporting toolbars
- Format Report Data