Caselist - helpful hints and tips
These are a few helpful hints and tips to ensure that you have a trouble-free experience when providing your update.
- Use the “Internal Client/Case Reference Number” as it can assist you in referencing your client's file.
- Update and approve each client before moving on to updating the next client.
- Check that all clients have been approved before submitting your updates.
- There is no need to enter a currency symbol (£, €) in the latest billings column, the system already accommodates this.
- Use the “Additional comments” field to pass on any relevant information. Please remember to date your comments.
Please contact us immediately if you require any assistance in providing your update. Your dedicated accounts contact is listed on the Caselist email.
Last Updated on 27/09/2012