HNW - QUIZ

TRUE OR FALSE: Fees should be listed under the status notes.

• TRUE

• FALSE

Where to put the invoice number if an invoice number is provided?

• Status note

• Check Memo

• Invoice number section

• Custodian Fee Name

TRUE OR FALSE: If the check needs to go to someone's attention, that will need to be addressed on the invoice and not on the check itself.

• TRUE

• FALSE

TRUE OR FALSE: The "ATTENTION TO" needs to be under the location's address.

• TRUE

• FALSE

When entering a check. Aside from PLR, RSS should save the invoice in:

• Google Drive

• attach to AMs email

• send to TL

• Alexis Folder

When RSS void a check with Accounts Payable, they need to physically go into the check info under __________ and click the void date then enter the date it was voided. 

• Fee Checks

• Check Memo

• Location

• Invoice Section

If credit card payments are needing to be made on orders, please assign the requests to:

• CC Action - Check Payment

• CC Action - Portal Upload

• CC Action - Payment needed

• CC Action - Action Needed

TRUE OR FALSE: We should "not" check CC Action - Check payment needed daily as this is where Liz assigns invoices that need to be paid via check.

• TRUE

• FALSE

This is a document signed by the attorney confirming that no objections were filed 20 days after all parties were notified about the subpoena issued.a. Statement of Assurance (SOA)

• Statement of Assurance (SOA)

• COSA

• AFFIDAVIT

• NORD

TRUE OR FALSE: We should commit a date/time for notary pickup with the custodian.

• TRUE

• FALSE