Reconciling Exceptional Payment Methods

In the next Focus Training Chrissie Deibel will demonstrate and discuss Exception Payment Methods: Credit Memo, Fee Waiver, Write Off, Journal Entry, Billed, Refund Check and Fund Transfer.  The reports used to reconcile and track these payment methods will be reviewed: Refunds Issued, Revenue Exceptions, Records with Billed Fees and Funds Transfer.  This training will take place on Wednesday, July 19, 1:30 – 2:30 p.m.  Up to 12 participants can attend this class so please send an email to [email protected] and let her know how many from your office plan on attending the training by Monday, July 17.  We will schedule additional training dates if this class fills up.

Future training topics to watch for:  Using New Workflow Emails, State Surcharge Reports, Phased & Deferred Records, Conditions of Approval (Building), Fee Estimates.