Apply Benefit/Allowance Records

List

Import Customer & Account Records

Apply Benefit/Allowance Records Screen Sample

Import File Formats

Import Functions Overview

Description

Provides the ability to process exact same benefit, generate a letter and add a comment to multiple customers

*System Generated Batch- Based on user-defined parameters, CRC will create a batch of eligible accounts for processing the transaction.

*Manual Batch- Based on user-defined parameters, CRC will create a batch header for input by user of customer accounts

Apply Benefit/Allowance Records  Screen Sample

 

 

Set up a batch for system-generated Customer Accounts which meet criteria.

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Message identifies number of accounts eligible for the specified parameters, if any.

Newly created Batch is added to list and awaiting processing.  To view contents, select the magnifying glass.

To Process the batch select Automatic Processing yes (no preview) or no (presents each transaction). 

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Set up a Batch for Manual Input of Customer Accounts

 

To add Customers….. Select the ADD button to far right of newly created Batch

 

Once Customer is found, CRC reviews the account for eligibility of terms of receivable and parameters of batch. Review account(s) and select SAVE to add to the batch.

 

After SAVE… continue to add Customer accounts or exit.

 

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