Image right
Document Management system that stores invoices, statements, payment recordings, and financial records
What is Image right?
This priority is used when we are outstanding detail or that what is attached is incorrect.
What is P0?
6 digit receipt that is created by CAAP
What are reference numbers
asset or agency that was acquire by Hub
What is an acquisition?
Which GL is for EB commission?
What is 136100?
What is the color of the folder to open carrier folders?
What is blue folder?
A task that has not been worked on by the assigned user
What is P1?
What are the sub folders named when we go into the reference number
What are agencies?
What is the acquisition sticky color?
What is Salmon?
What GL is for P&C commissions?
What is 136002?
Which sticky indicated we have attached detail?
What is blue details attached sticky?
These priorities have no meaning and is up to you to create one.
What is a P2,P3, P8?
A dollar amount that a carrier is either charging or withholding from HUB.
What is a previous balance?
In the entry description (not BOA) __ is a indication of a acquisition
What is CS?
What does the E stand for in the Naming convention?
What is Property and casualty?
This sticky records our progress we have made on a task to obtain the commission statement?
What is the green missing details sticky?
This priority is used when we send out an email to a carrier for the commission statement.
What is P6?
Excel
What is Direct Bill's preferred commission statement format?
Which acquisition check can we provide the check image to the carrier?
What is "to acquisitions" check?
What does the R stand for in the Naming convention?
What is employee benefits?
Which symbol do we use after we type the payment ID?
what is percent symbol?
This priority is reserved for leadership use only.
What is P9?
Who creates all of the reference #s?
What is CAAP?
Where can we find Acquisition tax IDs
What is CGT sharepoint?
What are the 2 sub accounts for P&C?
What is Broker and Company?