Advance Processing

 

A user with appropriate security privileges can access the Advance Processing interface from the main toolbar through the Accounting Tools drop-down menu.  From this interface, they can view and select records.  Once records are selected, they can be processed by having transactions generated for them in addition to being included as part of an upload file submitted to a service provider.

 

Advance transactions that were generated in both Local and Long Distance Dispatch will appear within this single interface.

 

Read On:

Advance Processing Layout

Generating Advance Transactions

Automatic Advance File Upload

Placing Holds on Advances