Forwarding Placements Batch

Prev Next

To view batches placed with your forwarding vendors:

  1. Go to Forwarding → Placements

  2. Select Batch

The detailed view of the batch will display a summary at the top. The summary contains the number of accounts, the type of placement and the balance totals of the accounts at the time of placement.

Image Displays Batch Summary

Below the summary section you can see all of the accounts that are part of the batch. You can select a row to go to that specific account. If the row is grey it means the account is no longer forwarded to the agency.

Image Displays Forward Accounts in a Batch