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Change Pends

TABLE OF CONTENTS

Change Pends

Resolve Pends

  1. From Bulk Update, select Pend
  2. Select Bulk Action: Resolve
  3. Enter or upload Pend Chase ID list
  4. Click Continue
  5. Enter Notes
  6. Click Continue to Validation
  7. To finalize, click Finish Bulk Update









 

Close Pend

  1. From Bulk Update, select Pend
  2. Select Bulk Action: Close
  3. Enter or upload Pend Chase ID list
  4. Click Continue
  5. Enter Notes
  6. Click Continue to Validation
  7. To finalize, click Finish Bulk Update







  

Change Owner: Reveleer to Client

  1. From Bulk Update, select Pend
  2. Select Bulk Action: Change Owner: Reveleer to Client
  3. Enter or upload Pend Chase ID list
  4. Click Continue
  5. Enter Notes
  6. Click Continue to Validation
  7. To finalize, click Finish Bulk Update







 

Change Owner: Client to Reveleer

  1. From Bulk Update, select Pend
  2. Select Bulk Action: Change Owner: Client to Reveleer
  3. Enter or upload Pend Chase ID list
  4. Click Continue
  5. Enter Notes
  6. Click Continue to Validation
  7. To finalize, click Finish Bulk Update







 

Update 3rd Party Fields

  1. From Bulk Update, select Pend
  2. Select Bulk Action: Update 3rd Party Fields
  3. Enter or upload Pend Chase ID list
  4. Click Continue
  5. Enter Notes
  6. Enter Invoice Number
  7. Enter Invoice Amount
  8. Select Company
  9. Click Continue to Validation
  10. To finalize, click Finish Bulk Update

 









 

 


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