FileAssure Knowledge Base

General

How to: Issue receipt
In a FileAssure record 1. Click the Issue Receipt button near the bottom of the page 2. Select the service location that client is making the paym...
Tue, 17 Nov, 2020 at 3:26 PM
How to: Searching a debtor file with Ascend
There are several ways to search an estate to view their documents. The first two ways are using the Ascend platform.  Searching for estates in Ascen...
Wed, 18 Nov, 2020 at 11:22 AM
How to: Searching a debtor in Fileassure
The search page allows you to search any debtor file in the system base don a number of search fields.  Click the search button on the top menu bar ...
Wed, 18 Nov, 2020 at 11:37 AM
How to: View recent debtor files
The recent estates button along the top menu bar will allow you to quickly access the last 15 debtor files you've accessed in Fileassure. Navigat...
Wed, 18 Nov, 2020 at 11:22 AM
How to: Void and re-allocate receipts
Go to the Admin > Payments > Receipts Select you criteria and click search Select the receipts you want to void or reallocate the location with ...
Tue, 17 Nov, 2020 at 3:41 PM
Reports: Receipts
1. Go to the Admin > Payments > Receipts You’ll be presented with a full listing of all the receipts generated by default, and the option to ge...
Tue, 17 Nov, 2020 at 3:28 PM