WAUSAU
When manually searching for an image in Wausau you do not have to put in a date. T/F
False
How do you execute a query on the Customer Workbench?
Control F11
What should your signature include?
First initial/last name/location/department
Name two ways you can access Account Details.
Customer Service Workbench
Receipts Summary
Name 2 ways to pull up the Receipt Summary screen.
Home Page/Main Menu Navigator.
How long will my search history be available?
Until you log off of the system
Where do you go to determine if an invoice is a deferred sale?
Referrals Memos
How can you expand the comments field to see the entire comment.
Control E
Name 2 ways you can search for closed items from Account Details.
Click View>Find from the tool bar
Click the flashlight icon
You can only see Applied receipts on the Receipt Summary Screen.
False
Name 3 Query Types.
All Items Search
Check Search
Stub Search
Electronic Payments
Recovery Client
Name 3 ways to access the Customer Service Workbench.
Home Page/Main Menu
Receipts Summary (under tools)
Navigator
Name 3 comment types
Leave on Account
Refund
BRC Transfer
Application Status
Short paid
Daily Double
When you access Account Details initially, what items does it pull up?
Open invoices, credits and payments.
Before you can input an account number in receipt summary you have to clear out the fields by pressing _____, to query an account in receipt summary you press ________ ________.
F-11, Control F-11
Are stub images available for electronic payments in WAUSAU?
No
Daily Double
Name 5 things you can see in regards to the customers account from the Customer workbench (account info maint.)
Balance, customer type, tax exempt status, billing cycle, legal name, last payment, previous payment, ATO indicator, Auto Cash indicator.
Translate the following: APR cus s/p inv by taxes…snt lttr.
Applied per remit. Customer short paid the invoice by taxes, sent letter.
If an item is closed how can you see what check or credit closed the item?
Activities
If searching for an invoice using the receipt number, you can only put 7 digits. How should you search if the receipt is 10 digits long?
Use the last 7 digits
How can you view the account number on a commercial account.
right click on the payment in WAUSAU, click on keywords scroll down to Scanline Account.
Name 4 customer types that can be found on the Customer Workbench.
Key, Strategic, VIP, Preferred, Escrow, Insurance, Construction, Building and Loan, Government, Non-Profit, Standard, Escrow
Name 3 ways you can go the comments screen and the difference between the views.
Receipt Summary, Applications, Customer Service Workbench. Customer workbench allows you to view all the comments, Receipts Summary and Applications shows comments associated with one particular payment.
From the Account Details screen what are the steps for converting a payment to a credit?
Control click on the payment line to highlight, click on tools>convert to credit. Select okay.
There are several types of payments, how can you identify the following from the receipt number?
Wire Transfer- WT
E-Pay – 8 digits
Lockbox – 7 digits