Forwarding Placements Batch
    • 12 Jul 2024
    • 1 Minute to read
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    Forwarding Placements Batch

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    Article summary

    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


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