Online Services Flashcards

1
Q

What percentage of first schedules were submitted via online or mobile?

A

61%

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2
Q

Name TWO types of documents clients can view under “Documents on File.”

A

Authority

Insurance

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3
Q

What is the website address for AMP?

A

https://clients.apexcapitalcorp.com

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4
Q

All of the following are ways the client could use AMP EXCEPT:

A. Check credit on customers
B. View reports detailing account activity
C. Send compliance documents to customers
D. Search for equipment financing companies
E. Search for fuel pricing

A

D. Search for equipment financing companies

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5
Q

A client can request more credit than what they were approved for in AMP. True or False.

A

TRUE

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6
Q

Name THREE transaction types that can show up on a client’s reserve report

A
Rebates
Factoring Fee
Non-factored Payments
Overpayments
Underpayments
Chargebacks
Reserve Disbursements
Reserve Adjustments
Invoice Adjustments
CFA Payments
Reconciliation
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7
Q

Name TWO client reports that are available in AMP

A
Purchase & Advance Report
Funding Report
Reserve Alerts Report (over, under, NF, CB)
Reserve Report
Payment History Report
Debtor Aging Report
Debtor Concentration Report
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8
Q

Who has access to AMP?

A. Apex Employees
B. Active Clients
C. Leads
D. A & B
E. A, B & C
A

D. A & B

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