Exl Week 1 Test

40 Questions | By Sluna116 | Updated: Mar 17, 2022 | Attempts: 63

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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