Login Successful
Your login is successfull, please click here to stay signed in

Unclaimed Property Processing Form Template

Use this form and track internally of any research necessary to identify whether unused credit on your A/R are, in fact, unclaimed property

Limited availability | See below
Cancel Apply

rate limit

Code not recognized.

About this course

description
lessonOverview

This is a form you can use to keep track internally of any research necessary to identify whether unused credit on your A/R are, in fact, unclaimed property.

This template outlines several steps that should be taken when researching potential unclaimed property on your books. The focus, of course, is on credits sitting on A/R.

The order of steps taken is important, and it is important to be very thorough and systematic in this task.

  • First, it's illegal to keep credits that aren't yours.
  • Second, you sure as heck don't want to send checks to either a customer or the government if you don't absolutely have to.

         This specifies the steps that staff must take to properly take care of this function and creates a record.
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
KPIs and Reporting Template for Unclaimed Property Steps This template is designed to help you outline a systematic series of steps for researching and handling unclaimed property left as credits on your receivables. https://academy.highako.com/template-for-unclaimed-property-steps  
Deductions Resolution How to Handle Unidentified Remittances in Cash Application This course on unidentified remittances will help A/R analysts to build a well-defined process where they will be able to identify and standardize the source of remittance. https://academy.highako.com/how-to-handle-unidentified-remittances-in-cash-application  

 

About this course

description
lessonOverview

This is a form you can use to keep track internally of any research necessary to identify whether unused credit on your A/R are, in fact, unclaimed property.

This template outlines several steps that should be taken when researching potential unclaimed property on your books. The focus, of course, is on credits sitting on A/R.

The order of steps taken is important, and it is important to be very thorough and systematic in this task.

  • First, it's illegal to keep credits that aren't yours.
  • Second, you sure as heck don't want to send checks to either a customer or the government if you don't absolutely have to.

         This specifies the steps that staff must take to properly take care of this function and creates a record.
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
KPIs and Reporting Template for Unclaimed Property Steps This template is designed to help you outline a systematic series of steps for researching and handling unclaimed property left as credits on your receivables. https://academy.highako.com/template-for-unclaimed-property-steps  
Deductions Resolution How to Handle Unidentified Remittances in Cash Application This course on unidentified remittances will help A/R analysts to build a well-defined process where they will be able to identify and standardize the source of remittance. https://academy.highako.com/how-to-handle-unidentified-remittances-in-cash-application