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Click the Mouse to proceed to the next slide. The first requirement is to tell the “FACS” system about your business To accomplish this you select the Maintenance Tab. Click the Mouse to proceed to the next slide. Click on the Input My Company’s Data Button. - PowerPoint PPT Presentation
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Click the Mouse to proceed to the next slide.
•The first requirement is to tell the “FACS” system about your business•To accomplish this you select the Maintenance Tab
Click the Mouse to proceed to the next slide.
Click on the Input My Company’s Data Button.
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Insert your information about your company into the system with this easy to use form. When completed just click on the“Finished” button to continue.• It is mainly used for Letterhead on Billing and Reports.
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Next, you need to enter information about the Client Companies that you do business with.Proceed to the Client company form by clicking this button.
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•Add or Change Client Companies that you do business with.•You can set a default charge for services that will automatically entered into the Assignment Record•The email address is used to send the completed Assignment Report
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Next, you need to enter information about your Field Agents that you do business with.Proceed to the Field Agent input form by clicking this button.
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• This form is used to Input information about your Field Agents• The information is primary used to pay them and prepare tax documents.
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Next, you need to enter information about the Types of Assignments that you perform.Proceed to the Assignment Types input form by clicking this button.
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• Enter the Types of Assignments that you perform along with a standard code.
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• The last button on this form can be used to force a backup to a backup server.• This example uses the domains web server for backups.
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Now it time to do some work.Click on the Main Processes tab to return to the Main Menu.
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•The Input Assignment button is used to Add or Edit an inspection assignment record
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•The Assignment Tab is where Assignments received by phone or fax are entered into the system.• Editing or reference to existing records also occurs on this tab.
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•The Client Tab provides convenient information about the Client requesting the assignment.
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•The Field Agent Tab provides convenient information about the assigned agent. It is useful if you must contact him about the assignment.
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•The Status Tab provides a convenient place to determine the status of an assignment when inquiring.
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•The Comments Tab is a convenient place to record notes about the assignment.•A Memo to the Insurance company can be generated here.•Clicking the Close Button will return you to the Main Menu
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•The Run Assignment Notification button is used to prepare a letter to the Field Agents listing their new assignments.•This process also updates the database that the record was assigned.
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•The Speed Bill button is used to quickly update the database that an assignment has been completed but has not be mailed.
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•The Prepare Transmittal button produces a report of completed assignments that can be mailed to the client.
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•The Assign Count button produces a statistical report of assignments for the current month broken down by day and summarized.
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•The Load Raw Web Orders button obtains the orders placed on the web site and loads them into a temporary table for review.
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•The Edit Raw Web Orders button lets staff review the order and allows them to added application specific information such as field agent.
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•The Format & Transfer Raw Web Orders moves these order to the assignments table for further processing with staff intervention•A report of orders tickets received from the web is printed.
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•Now is the time to issue bill and make and collect payments.
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• Now we prepare bills and set up Accruals to pay the Field Agents.
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•An invoice to your client is prepared and a receivable is created.•Accruals to pay agents are set up and a payable is created.
• The Next button allows you to record Client payments in two ways
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• The First button provides an easy method when the Client pays a complete invoice.
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•You select the Client from the drop down list and then select the Bill from the list of active Bills provided.
• The Second button provides a method when the Client pays a partial invoice. You can also get to partial payment from Complete Paysments.
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•You select the Client from the drop down list and are present with all assignments. You can click the Record Pay’t button or type in payment info.
• When All of the receipts are records you hit the Print Proof and Close button.
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•A Proof of Receipts reports is now prepared to verify receipts recorded.
• The Next Tab is for Reporting.
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• Here you can reprint necessary reports if you have printer issues or prepare various analytical reports..
• The Next Tab is for Year End Processing.
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• Here you print necessary 1099’s, prepare year-end reports and purge older records form the database.
Thank You for YourInterest in
Field Agent Control Systemby
For more informationContact UIC @ (877) 998-6115
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