Dashboard
Navigating to your engagements and viewing summary information about each engagement
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Setup
Creating and managing your users and engagements (available to customer administrators)
- Feature Overviews
- FAQs and Troubleshooting Guides
- Instructional Videos
- Logging into the system for the first time
- How do I Reset my Password
Load
Loading the evidence into the system (Bank Statements, Check Images, Brokerage Statements, Transaction Lists, ERP Data)
- Feature Overviews
- FAQs and Troubleshooting Guides
- Instructional Videos
- Loading Bank Statement Evidence
Analyze
Data exported from the system (PDF and Excel Formats)
- Export Management
- Types of Export Files
- Statement Gaps (GAP) Report
- Daily Account Balances (BAL) Report