Admin Module
Articles pertaining to functionality and processes for CRA Administrators.
By Calvin and 1 other2 authors98 articles
- Dispute Search Type and QA
- Scan Previous Reports
- Quality Assurance Queue
- QA Processing
- Cumulative Report Grading
- Results History
- QA Instant Searches and Follow-up Searches
- Mass Clear Searches
- Quality Assurance (QA) Settings and Notifications
- Report Grading
- QA Flag and Follow-Up Queue
- Instant Criminal (INCR) QA Processing Page
- Additional Fees for Searches
- Adding a fee or discount to an invoice
- PayPal Payflow Payment Gateway
- Auto-Pay and Credit Card Settings
- Custom notes and messages on invoices
- Mass exception pricing
- Invoicing Clients
- Exporting to QuickBooks
- Open Line On Invoice
- Invoice Detail - CSV Export
- Reference Codes
- Report Level Invoicing
- Cancel and Exception Price Searches
- Salespersons and Commission Tracking
- Accounting Alerts, Bars and Credit Limits
- Branch Invoicing
- Custom Data Pulls and Reports
- Reports Section : Sales, Operations, Providers
- Insight Upsell for Verocity
- County Group Analysis
- Researcher Completion Time
- Researcher Performance Analysis
- Searches Ordered Details
- Searches Ordered
- Pricing Report
- Operations Report
- Employee Productivity Report
- Report Pacing
- Client Search Completion Times
- Sales Variation Report
- Activity Report Tool
- Client Account Standing Report
- Insight Upsell Effectiveness
- Commission Payment Calculator
- Client Analysis Tool