Change Pends

TABLE OF CONTENTS

• Change Pends
  • Resolve Pends
  • Close Pend
  • Change Owner: Reveleer to Client
  • Change Owner: Client to Reveleer
  • Update 3rd Party Fields

Change Pends

Resolve Pends

From Bulk Update, select Pend Select Bulk Action: Resolve Enter or upload Pend Chase ID list Click Continue Enter Notes Click Continue to Validation To finalize, click Finish Bulk Update

Close Pend

From Bulk Update, select Pend Select Bulk Action: Close Enter or upload Pend Chase ID list Click Continue Enter Notes Click Continue to Validation To finalize, click Finish Bulk Update

Change Owner: Reveleer to Client

From Bulk Update, select Pend Select Bulk Action: Change Owner: Reveleer to Client Enter or upload Pend Chase ID list Click Continue Enter Notes Click Continue to Validation To finalize, click Finish Bulk Update

Change Owner: Client to Reveleer

From Bulk Update, select Pend Select Bulk Action: Change Owner: Client to Reveleer Enter or upload Pend Chase ID list Click Continue Enter Notes Click Continue to Validation To finalize, click Finish Bulk Update

Update 3^rd Party Fields

From Bulk Update, select Pend Select Bulk Action: Update 3rd Party Fields Enter or upload Pend Chase ID list Click Continue Enter Notes Enter Invoice Number Enter Invoice Amount Select Company Click Continue to Validation To finalize, click Finish Bulk Update