Cashiering
This button will take you to a ticker of all the transactions associated with your batch.
What is Virtual Tape?
Within Payment Entry, this Life Cycle Step indicates that the Batch is approved.
What is 30?
This program is commonly used to create reports of both posted and unposted receipts.
What is Payments Report?
This program is used to transfer an overpayment or credit amount that is the result of an adjustment.
What is Transfer of Overpayments?
This is the timeframe during which a Client can reopen a case after it's been set to Waiting for Customer to Close.
What is 30 days?
If someone is too new to be trusted in the cash drawer alone, the setting to require approval to open it can be found here.
What is Transaction Security in Users settings.
This program allows you to post batches of payments to the General Ledger.
What is Payments Journal?
(True / False) The Schedule of Departmental Payments program is used for miscellaneous cash receipts.
What is True?
This is the ideal time to run Payment Redistribution for best system performance considerations.
What is after business hours?
This selection for your Case view embeds Tyler Search, allowing you to research on the same page.
What is Case Information Insight Panel?
This commonly enabled setting under Payment Types will allow Customers to make partial payments.
What is 'Allow payments less than balance due?'
This option within Payment Entry will allow you to process payments more efficiently and with less clutter.
What is Quick Entry Toolbar Option?
This is the best output option for Client viewing if it does not need to be signed off daily.
What is Excel?
In order for bills to be eligible for transfer, they must reside in a completed batch as well as...
What is not have been reversed or refunded?
Instead of Save/Close, you will use this button when you are done and ready to submit your Internal Support Note.
What is Mark Complete?
What is a Processor?
There are multiple places to check if a payment has been reversed. This program is the alternative to checking within Payment Entry.
What is Bill Inquiry?
On your deposit report, this setting will determine what order your information will display in.
What is Print Sequence?
If a Customer is receiving a refund but they are not already set up as a Vendor, then this will need to be used to remit payment to them.
What is a One Time Vendor record?
This is the resolution timeframe for a High Priority (2) Case.
When Balancing your Drawer in Cashiering, you can navigate to this location to get more granular with your bill denominations.
What is Detail?
In Journal Inquiry/Print, this is the source code used for Posted Transfers.
What is CRX?
When Defining a search in this Reporting program, there is no Toolbar Option for Select; this program automatically selects all valid invoices.
What is Invoice Detail Report?
This type of Collection Processing transaction has a list of prerequisites that must be fulfilled before it can be completed successfully, such as AR Permissions and Workflow Business Rules.
What is a Bill Refund?
This policy dictates the first response time that we aim for.
What is Service Level Agreement?