How to view check details
- 1. Proprietary and Confidential HOW TO VIEW YOUR CHECK DETAILS This guide will break down how to view your check details in the One by SMS Assist Affiliate Portal. The new "Check History" module can be found in the “Accounts Receivable” tab and is designed to provide exportable details of all your SMS Assist work orders, allowing for easy upload into your company’s accounting system. THE CHECK HISTORY DASHBOARD From the main check history view, you will be able to see the Check Number, the Issue Date and the Amount of the check easily and quickly. Click on the check # in order to view check details. THE CHECK HISTORY TAB Click on the check history tab under the Accounts Receivable drop down to view this module.
- 2. Proprietary and Confidential THE CHECK HISTORY DETAIL VIEW Once you click on the check number, you will be able to see a breakdown by location, service information as well as the invoice number and the amount of the receivable. Click on Export Invoice to create an excel workbook of all the check detail information. This will allow you to easily upload check details into your companies accounting system.