Our team needs information to close your books each month. Sometimes this is information we need on a scheduled basis (e.g., a monthly loan statement), and sometimes it may be a one-off request (e.g., a question about a particular transaction). When we need information, the designated contact for the location will receive an email and they will be able to see the “open item” request in the Edge Action Center.
Where to Find Action Items in Edge
- Log into Ceterus Edge
- Once logged in, navigate to the Action Center tab on the left hand side
- To View Only Action Items: Select the Action Items subpage
- To View Pending Transactions: Select the Transactions tab to view any transactions that we currently do not have enough information to code and are currently coded to the Ask Customer account