Dashboard

- For All Roles

The dashboard displays any unbatched ledgers, by company, with all associated details.

• Select the desired company from the dropdown 
  • Ledgers with errors display at the top with a
  • Hover over the  to see what the error is
  • To only see ledgers with errors check the box
  • Once errors are corrected in RamQuest use the to clear the errors
    

Ledgers can be sorted by each column by clicking on the column header.

• Click once for ascending order, click twice for descending order, click three times to clear sort
  Ledgers can be searched using the search field. Any ledgers containing the searched criteria will display.
• Searchable fields are: Order ID, Property Type, County, Branch, Underwriter, Owners Policy, and Mortgage Policy
  Click a ledger to see ledger lines and any ledger line errors.
• Ledger lines can be sorted by each column
• Ledger lines with errors display with a and a description of the error
  
• Click on a ledger line to see the premium details
  • Premium details show the amount, status, and created date
  • Amounts can show positive and negative for any adjustments

Click the button to batch all ledgers

• Ledgers with errors cannot be batched

Batches

- Accounting and Admin

All paid and unpaid batches display with all associated details.

Clicking on for an unpaid batch gives the user the options to Pay, Unbatch, Download Excel Report, View PDF Report, and View Ledgers.

• When paying a batch, the user will be asked to enter a check number and date
  • Date will be auto filled with current date but can be changed
• Once update is clicked, the user will receive a confirmation message with the entered check number, date, company and underwriter. Once confirm is clicked, the batch will be marked as paid with the check number
  
• If a batch is unbatched, all ledgers will display back on the dashboard
• Download excel report downloads the batch report to the user’s computer
• View PDF report will open a PDF viewer
• View ledgers displays all ledgers in the batch on a new page
  • Ledgers can be searched and sorted
  • Click on a ledger line to see the premium details
    • Premium details shows the amount, status and created date
    • Amounts can show positive and negative for any adjustments
    • Premium details can show batched and new status, for those that were added
      after batching
      

Batches can be searched by varying criteria, using the search by dropdown and text field

• When a search option is selected, anything enter in the text field must pertain to that criteria
  • To reset a search, select none from the dropdown
• When searching by a GFNo, if the user selects view ledgers, any matching results will display

Batches can be sorted by each column by clicking on the column header.

• Click once for ascending order, click twice for descending order, click three times to clear sort

Service Fee

- Accounting

The service fee page displays the service fee for each underwriter by company.

• Select the desired company from the dropdown
  • Services fees round to the nearest two decimals
• To save the service fee, click out of the text field