Finesse
All calls should be categorized appropriately for future reference and tracking.
Where is the Interaction Log?
Client needs a custom report.
Where is Reports - On-Demand - Request?
A client requests reports for a previous quarter.
Where is Quick Reports - Payroll:Quarterly
Client wants the company's earned wages for the year.
Where is the Form 940?
Client says they emailed in paperwork to their PRS a month prior.
Where is the Interaction Activity - Search?
We should always verify the authorized users on the account.
Where is the CORE Payroll Contacts?
Client wants to change the view of their payroll.
Where is customize pay entry - view?
Client wants information for the Agency and Vendor checks that have been issued.
Where is Agency and Vendor Payment Journal?
An accountant needs to set up a Flex account.
Where is the CPA Registration template?
Client wants to permanently change future pay periods.
Where is Payroll - Calendar maintenance - setup?
A client wants to add a new location of business.
Where is Company Details - Profile?
Client is checking the status of a refund request.
Where is Scanned Documents - AR/Discount?