Aged Unpaid
Reclass
Downloads 101
Team Facts
Random Trivia
100
What is aged unpaid?
Master Statements that roll over to the next month that were left unpaid.
100
What is a reclass?
A reclass is the process in which funds are transferred between different General Ledgers accounts.
100
True or False? 136002 is the GL for EPIC
True
100
Who is our Senior Analyst?
Alyssa
100
What does HFC stand for?
HUB Financial Center
200
Who currently works the Team's aged unpaid?
Megan & Fredrick
200
What's missing on this sticky note?
Processor forgot to add --> "Please route back to Jessica.Platas' download queue for completion."
200
When working a Bonus task do we reclass to 120290 or post to house under BNUS?
Post to house under BNUS
200
What is Ivan's favorite Football team?
Chargers
200
What is the largest planet in our solar system?
Jupiter
300
Carrier has provided a bank acct# but after checking the 'Bank List' it doesn't seem to be listed, what is my next step?
Reverse the Master Statement.
300
True or False: I am working on a large task that requires a couple Master Statements to be reclassed, but is still outstanding other amounts, am I okay to route to the reclass queue?
False. We cannot route tasks over to the Reclass queue if it has an O/S balance or the DB Summary is incomplete.
300
When working a Bonus task do we reclass to 120290 or post to house under BNUS?
Post to house under BNUS
300
What team member has a twin?
Fredrick
300
What U.S. state grows coffee beans?
Hawaii
400
True or False: If I am reversing a Master Statement from April, I am supposed to associate to April's COR Receipt.
False, always use current months COR Receipt that is usually emailed on the first day of the month from Jasmin Arellano.
400
If we receive a check and the memo states "payment for Marketing/Event" how do we proceed with this task?
We do not post, we reclass to non-insurance.
400
I have a task that is usually manual but would like it to begin coming in as a download, what should I do?
Submit a 'Turn on Download Request'
400
What is Joel's son's name?
Jessiah
400
True or False: A diamond is the hardest natural substance on Earth.
True.
500
What are all the steps for the Aged Unpaid?
Check for duplicate
Check suspense
check SOA
check Keeper or M-Drive
Email the carrier
500
True or False: The reclass form below is for CO to BRO & is ready to be sent to the reclass queue.
False. Form is filled out incorrectly because the PPE & Sub Account are mixed up.
500
I have one MS for the amount of $2,500 but there are two tasks that make up this amount with the same Producer Code/Carrier/Agency, one for $1,300 & the other for $1,200 what next step should I follow?
Tasks will require batching.
500
This team member will be getting married this year.
Shantel
500
This bird can't fly and lays the largest egg of any living bird.
An ostrich.