How to Locate In-Network Responders

您可通过两种方式找到网内复函方:搜索和运行报告。

Conducting a Search

  1. From the Client Information dashboard, in the Accounts area, click the add button.
  2. Select the confirmation type.
  3. In the Search field, enter the name of the responder and click the search button.
  4. In the search results, a green icon represents an In-Network responder and an orange icon represents and out-of-network responder.

Run an In-Network report

  1. From the Main dashboard, select List available In-Network Responders link.
  2. Use the drop down boxes to select Financial for banks, Company for AR/AP, or Legal for law firms and click the export button.

Looking for a list of banks and financial institutions that respond to bank references? We have you covered.