Blackline
How many and what 1 or multiple Currencies are used in Blackline?
2 Currencies CAD and USD
Under what folder would you find "Billing Inquiry"?
Bills
What are the 2 colors used to indicate the most aged and least aged AR?
"Green" for the least aged, "Red" for the most aged
Are you able to file emails sent in iManage (yes or no)?
Yes
What platform do we use to send messages to each other?
Microsoft Teams
What is the clear indication that a client is on DNC when using blackline?
"On Stop" is shown on clients account
When searching for the history of client payments, where would you search for it?
Cash Receipt inquiry
When filtering AR by collector, which filter would you choose?
"Collector" filter
If you wanted to find a file of all emails sent by you. Where would you look under?
Emails
When managing the AR inbox, where would we place emails with the subject "Payment processed"?
"CC Payments"
Name 7 out of 9 categories on either the A3 recovery policy or C3 recovery policy?
A3/C3 Call 1
A3/C3 Call 2
A3/C3 Call 3
A3/C3 Escalation to Manager
A3/C3 Escalation to Partner
A3/C3 First Reminder
A3/C3 Second Reminder
A3/C3 Statement
A3/C3 Third Reminder
If you would like to search for an invoice before it is posted. You can find it where?
Pre Bills
When filtering by client, which 2 filters could you choose from?
"Client" and "Client Group"
Pick the correct image logo description with "A" being Dark blue inside and light blue outside or "B" Light blue inside and Dark blue outside
A "Dark blue inside and light blue outside
Was Osler founded in the 1700's, 1800's, or 1900's?
"1800's"
When escalating to either a manager or a partner, what are the 2 button options you have after entering the notes?
"Update" or "Complete"
Which 2 fields give the same information when searching under Bill inquiry?
The "Client" and "Payor" fields
Name all "Ages" used when differentiating through AR. Example first would be Current?
Current, 61-90 Days, 91-180 Days, 181-365 Days, 1-2 years, 2+ years
From the image shown, what exactly is missing?
The headings (emails, folders, clients, etc).
As per the most recent update to the cash receipt schedule, who is 1 of the 2 people we can send full problem payment allocations to on Wednesdays?
JessicaAkshita
When clicking into an account name, which 5 of the 7 tabs can you toggle through when navigating a client's account?
Summary, Transactions, Events, Customer Factors, Cash Activity, Contacts, and Communication.
Name the sub searches that can be found under both Trust and Bills?
Trust (Trust Inquiry) Bills (Bill Inquiry, Bill Payments/Write-offs, Pre-bills)
Name 5 "pages" you can toggle through on Power BI?
WIP & A/R Report, Statistics, A/R Dashboard, Collections Report, A/R Worksheet, A/R Aging, WIP Dashboard, WIP worksheet, Ebilling Dashboard, Ebilling Rejections, Cash Receipts
From the image shown, what 3 words go in these fields here?
Properties, Security and Preview
Who are the 4 managers who report directly to Matt?
Tadia, Kirandeep, Nikita and Niraj