On Boardings & Forms

Click on the links below

 

ESSENTIALS ON BOARDING FORM

  • Disputing and Investigations
  • Monthly Retention Tracking
  • Employee Commission Reports

BUSINESS / ENTERPRISE+ ON BOARDING FORM

  • Everyting in Essentials Service +
  • Bank Reconciliations
  • Daily Cash Management
  • Variance Reporting for Cash, Credit and Finance
  • Enterprise Level (more info)

EMPLOYEE COMMISSIONS STRUCTURE FORM

  • Setup Employee Structure percentages
  • Initiate the service