Using the Action Item List (AB)

Using the Action Item List (AB)

To access the Action Item List, navigate to the Issues Screen and create an Issue. 

The Action Item List is dynamic based on the specific actions to be carried out for the specific issue. There are a possibility of 8 items:
  1. Letter Inquiry
  2. Description Letter
  3. Trust Letter
  4. Checklist
  5. Reporting Letter
  6. Adjust/Payout
  7. Similar Name (only if there are outstanding Executions.)
The Description is able to be used in the applicable documents, such as a reporting letter. The ellipsis button will open a popup with a list of your favorite clauses. 
Note: In the popup, [Description] is from the Description area in the Issues Workbench.
If you select text and right-click the clause, you will see the various editing options.

If there is a corresponding document for the action available, a blue Create Document will be near the bottom of the Action Item List. The blue link will state the document that will be merged for viewing. For example, clicking the Create Document - Trust Letter will merge the Trust Letter document.

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      Billing, Accounting Integrations, Admin Functions & Reports

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      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

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