Review Plan Assignments

To view all payment plans which require review, use the Review Plan Assignments option.
 
Step 1: Select the Review Plan Assignments item in the Data Vault menu.
 
Step 2: Choose the appropriate filters. The choices are as follows: 
» Assignment ID – unique id of the plan assignment.
» Client Token – unique token of the client.
» Plan Token – unique token of the plan.
» Plan Name – the name of the assigned plan.
» Plan Description – the description of the assigned plan.
» Start Date range – the date of the first plan payment.
» End Date range – the date of the last plan payment.
 
Step 3: Click the Submit.
 

Step 4: Click Approve to approve the assignment or Decline to decline it.

You can see the details of the assignment by clicking on its ID in the grid.
 
 
 
 
 
 
 
Have more questions? Submit a request

Comments

Powered by Zendesk