IBOSS
SENTINEL
QUICKBASE
SALESFORCE
PSP
100

How do you remove an NSF hold on the account?

Two ways:

Navigating to Merchant --> CS Home --> NSF Hold --> Remove hold button 

Actions--> Company Holds --> choose dropdown --> Save

100

Which tab would you use to look for a PTP tax payment?

The Tax Debits Tab

100

Which workflow status indicates the balance has been resolved?

Closed

100

What status in Omni channel do you need to be into accept cases?

Available 

100

How do you place a bell note?

New note --> alert box checked

200

Where can you find notes for a case?

In the activity feed

Bonus points: How can you see ONLY the notes?

200

T OR F: You can find EE rejects and reversals under the Employee Transactions section of a payroll

True

200

Under which section in the return record can you send payment options?

Risk Operations

200

Where can you locate cases in a customers account?

Related--> Cases

200

Where can you locate company limits?

Click on hyperlink under Direct Deposit/Vendor Limits

300

What are the ONLY 2 case types(area/subarea) we should be working in?

Collections (if there is one)

Returns (ONLY if there is not a collections case)

300

Where do you look for the balance due in sentinel?

the ledger balance

300

Which box do you check when you have confirmed the banking issue has been resolved?

The Non R01/R09 Issue Resolved box under the Risk Operations sections

300

Where can you locate screenshots?

the file exchange

300

Where can you locate how many strikes a customer has?

In the info tab or the balance due drop down

400

Where can you look to see if a customer updated their bank account?

Two ways:

Navigate to Merchant --> CS Home--> User Activity Log --> look for bank account mod/ VBD success

Navigate to Merchant --> Accounts--> look at Last updated --> look at VBD status 

400

Where can you locate the CX's funding model/limits?

Company tab

400

Which area in the return record would you to see if someone sent a wire for a legacy tax payment?

The 1st collection attempt

400
How do you reassign a case to a queue?

The dropdown and change to queues

400

How would you remove a hold in PSP?

Click on the ON HOLD hyperlink --> uncheck boxes --> hit save

500

Where can you locate a PTP transaction?

Navigate to Merchant--> Monetary Balance/--> Tax Transactions --> update timeframe if needed

500

Where would locate a Tax Return Transfer if there was one? 

In tax debits under a specific PTP debit
500
A PTP return has what unique portion missing in a return to recognize it?

The payroll date

500

Where can I locate a customers master admin?

Under related --> contacts --> look for master admin

500

How do you know if a CX has updated their bank account on file?

Two ways:

Navigate to Banks --> History --> look at the change date time/status

Look at the event log 

M
e
n
u