IBOSS
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
Which tab would you use to look for a PTP tax payment?
The Tax Debits Tab
Which workflow status indicates the balance has been resolved?
Closed
What status in Omni channel do you need to be into accept cases?
Available
How do you place a bell note?
New note --> alert box checked
Where can you find notes for a case?
In the activity feed
Bonus points: How can you see ONLY the notes?
T OR F: You can find EE rejects and reversals under the Employee Transactions section of a payroll
True
Under which section in the return record can you send payment options?
Risk Operations
Where can you locate cases in a customers account?
Related--> Cases
Where can you locate company limits?
Click on hyperlink under Direct Deposit/Vendor Limits
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)
Where do you look for the balance due in sentinel?
the ledger balance
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
Where can you locate screenshots?
the file exchange
Where can you locate how many strikes a customer has?
In the info tab or the balance due drop down
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
Where can you locate the CX's funding model/limits?
Company tab
Which area in the return record would you to see if someone sent a wire for a legacy tax payment?
The 1st collection attempt
The dropdown and change to queues
How would you remove a hold in PSP?
Click on the ON HOLD hyperlink --> uncheck boxes --> hit save
Where can you locate a PTP transaction?
Navigate to Merchant--> Monetary Balance/--> Tax Transactions --> update timeframe if needed
Where would locate a Tax Return Transfer if there was one?
The payroll date
Where can I locate a customers master admin?
Under related --> contacts --> look for master admin
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