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Please note: If the transaction type selected is a “business” transaction type, the Name label will be
changed to “Company Name”.
Address Rolodex Icon
Address 1 – / Address 2 – Enter the address
City / State / Zip – Enter the City and State location followed by zip code.
Phone – Consumer’s phone number
Email – Consumer’s email address
ID – Enter the Tax ID (field present only for certain transaction types)
In-House ID – Enter the In – House ID
Notify Account Holder – Selecting this check box requires you enter an email address for the
consumer. If selected, an email will be generated to the email address specified with the Amount and
Effective Date you have indicated. Note: If cloning a transaction that was entered without an email
address, this check box will not be selectable. Below is an example of the email the client will
receive:
When adding transactions the fields marked with an asterisk ‘*’ are required fields. Make sure you
have completed all required fields and click the Add button to enter the transaction. Once the
transaction is added it will be placed in Ready to Process status.
Step 2 - Pre-Transmission Report
The Pre-Transmission Report screen can be accessed from 3 locations:
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