Exl Week 1 Test

40 Questions | Total Attempts: 30

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Exl Week 1 Test


Questions and Answers
  • 1. 
    In RentalMan, what function key is used to go to the Customer Master Maintenance screen?
    • A. 

      F2

    • B. 

      F9

    • C. 

      F10

    • D. 

      Shift F10

  • 2. 
    If you change a phone number on an account in RentalMan, you DO NOT have to change it in Getpaid.
    • A. 

      True

    • B. 

      False

  • 3. 
    Account status code "P" means what?
    • A. 

      Account is active.

    • B. 

      Account is paid.

    • C. 

      Account is on delinquent credit hold.

    • D. 

      Account is past due.

  • 4. 
    Select the correct year that account #525780 was opened below.
    • A. 

      2014

    • B. 

      2000

    • C. 

      2001

    • D. 

      1997

  • 5. 
    An account with Credit Code A will:
    • A. 

      Will stay active.

    • B. 

      Will go on hold after an invoice(s) reaches 60 day old and is over $500.

    • C. 

      Will go on hold after an invoice(s) reaches 90 days and is over $1k.

    • D. 

      Will go on hold after an invoice(s) reaches 30 days and is over $500.

  • 6. 
    Using RentalMan, what is the average day to pay for customer #1006500?
  • 7. 
    In order for customer #84579 Cox Air Systems to change their name to Cox Air Inc, we will require a new signed credit application.
    • A. 

      True

    • B. 

      False

  • 8. 
    Select the date the last payment was received on account #1101821 below.
    • A. 

      6/17/10

    • B. 

      9/12/14

    • C. 

      10/2/14

    • D. 

      9/20/14

  • 9. 
    If customer #1123862 wants to receive their nightly invoices via email, we will change the nightly invoicing field in RentalMan to what number?
    • A. 

      4

    • B. 

      2

    • C. 

      3

    • D. 

      1

  • 10. 
    ROA stands for? (Full text please)
  • 11. 
    What is the life to date total revenue of customer #1226837?
    • A. 

      78,760.64

    • B. 

      28,871.84

    • C. 

      55,299.77

    • D. 

      94,875.03

  • 12. 
    How many open contracts does customer account #976308 currently have out on rent?
    • A. 

      12

    • B. 

      11

    • C. 

      7

    • D. 

      8

  • 13. 
    What does PO stand for?
  • 14. 
    What did the customer rent on invoice #119938354-005?
    • A. 

      Forklift

    • B. 

      Welder

    • C. 

      Scissor lift

    • D. 

      Boom

  • 15. 
    What type of invoice is invoice #122747767-001?
    • A. 

      Rental

    • B. 

      Work Order

    • C. 

      Sale

    • D. 

      ROA

  • 16. 
    In GetPaid, how many days are there between strategy steps in a STD strategy?
    • A. 

      5

    • B. 

      6

    • C. 

      7

    • D. 

      3

  • 17. 
    Which strategy steps are part of the Reminder Stage in GetPaid?  Select all that apply.
    • A. 

      S3

    • B. 

      S2

    • C. 

      S4

    • D. 

      S1

  • 18. 
    What is the Gateway icon used for?  Select all that apply.
    • A. 

      Sending strategic letters to customers.

    • B. 

      Sending invoice copies to customers.

    • C. 

      Coding a dispute in GetPaid.

    • D. 

      Sending statements to customers.

  • 19. 
    Who is the active contact for account #1102235
  • 20. 
    On a call only strategy account, the first contact with the customer is at how many days?
    • A. 

      25

    • B. 

      32

    • C. 

      39

    • D. 

      46

  • 21. 
    Option 2 in RentalMan is used to access Accounts Receivable.
    • A. 

      True

    • B. 

      False

  • 22. 
    Customer #1133231 has what dollar amount promised for payment?
  • 23. 
    What is the S9 template used for?
    • A. 

      To notify the customer that we have a problem.

    • B. 

      To get approval from credit manager to send a final demand letter or attorney demand letter.

    • C. 

      To request that the branch pick up equipment.

    • D. 

      To request job information from the branch.

  • 24. 
    If a customer emails you back a promise to pay, how do you code it in GetPaid?
    • A. 

      Add a history note entering the amount they promised to pay.

    • B. 

      Select dial left message and note account.

    • C. 

      Add a history note, select invoices and promise to pay button, then manually advance account.

    • D. 

      Select dial incoming, select invoices and promise to pay button, then enter detailed notes.

  • 25. 
    Account #1016615 has more than 25 transactions.  What button do you select to display all transactions on one page in GetPaid?
    • A. 

      Gateway

    • B. 

      Combine

    • C. 

      Configure Display

    • D. 

      Transaction Filters

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