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How to view check details
1. Proprietary and Confidential
HOW TO VIEW YOUR CHECK DETAILS
This guide will break down how to view your check details in the One by SMS Assist Affiliate Portal.
The new "Check History" module can be found in the “Accounts Receivable” tab and is designed
to provide exportable details of all your SMS Assist work orders, allowing for easy upload into your
company’s accounting system.
THE CHECK HISTORY
DASHBOARD
From the main check history
view, you will be able to see the
Check Number, the Issue Date
and the Amount of the check
easily and quickly. Click on the
check # in order to view check
details.
THE CHECK HISTORY TAB
Click on the check history tab
under the Accounts Receivable
drop down to view this module.
2. Proprietary and Confidential
THE CHECK HISTORY DETAIL VIEW
Once you click on the check number, you will be able to see a breakdown by location, service information as
well as the invoice number and the amount of the receivable. Click on Export Invoice to create an excel
workbook of all the check detail information. This will allow you to easily upload check details into your
companies accounting system.