1. To access our web services, go to……

2. Click on Customer Login.

4. Enter User ID.

5. Enter Password.

6. Click on Login.

7. This is the Home page.

8. These are your menu options.

9. Advisor tracks your deposits and processing statistics over time.
Receivables Manager has the status of all payments and invoices over the selected date range
Advisor tracks your deposits and processing statistics over time.

10. Selecting “Payments” will bring up the most recent payment activity.

11. Selecting “More” will bring up the advanced search options.
Labels here are customized to what you call your data fields.

12. Select the field you wish to search
Select the field you wish to search. Enter an appropriate Boolean operator and a value.

13. You may select different date ranges.

14. You may add additional criteria.

15. Click on search.

16. Search results are displayed here.

17. Click on the top of any column.

18. Results will be sorted by the data in that column.

19. Click on the PDF icon in any row and a pdf of the transaction detail and images for that transaction will open.

20. The pdf contains all statement and check images, both front and back, for the selected transaction.

21. You can manipulate the image/report to make them as large as you need.

22. You can print or save the pdf just as you would any pdf document.

23. If you have FAX software on your PC, you can FAX off the print option.

24. Click on “Get Raw Data”.

25. Up pops an Excel sheet with your search results populated in the sheet.

26. Go here to start a new search.