WEBVTT 00:00:00.000 --> 00:00:03.380 Finding an assessor firm. What anyone can see, without signing in 00:00:07.020 --> 00:00:13.100 AssessPro lists loss-assessment firms. Anyone can look them up here, without signing in. 00:00:13.100 --> 00:00:19.950 Search by a firm's name or its town, from the box on the home page. 00:00:19.950 --> 00:00:23.610 Below it, the firms listed most recently. 00:00:23.610 --> 00:00:26.430 The directory. Every firm, on a list and a map 00:00:29.370 --> 00:00:41.090 The directory lists every firm, with a map of where they are. Sort the list by name, or narrow it with the search box at the top. 00:00:41.090 --> 00:00:43.920 A firm's page. How to reach a firm 00:00:47.760 --> 00:00:55.790 A firm's page shows how to reach it: its phone number, and where it is on the map. 00:00:55.790 --> 00:01:05.040 Firms that work with AssessPro run their cases on it. The next chapters show how a firm sets up and works. 00:01:06.000 --> 00:01:08.840 Your company. And its first branch 00:01:08.900 --> 00:01:13.770 Once signed up, set up your company. Type its name. 00:01:13.770 --> 00:01:20.620 Then its first branch. A company with one branch can give it the company's name. 00:01:20.620 --> 00:01:28.780 The phone number and the branch's place on the map are optional. Choose Create branch. 00:01:28.780 --> 00:01:33.220 The branch is ready, and AssessPro opens on it. 00:01:33.240 --> 00:01:36.570 Setting up the branch. The branch's settings, section by section 00:01:36.570 --> 00:01:45.820 A branch's settings are under Setup, in Settings. Each section on the left is one part of how the branch works. 00:01:45.820 --> 00:01:55.490 Branch holds its name and contact details, and the default SLA: how many days a new file has before it is due. 00:01:55.490 --> 00:02:04.320 A new SLA applies to files opened from then on; files already open keep the date they were given. Save. 00:02:04.320 --> 00:02:12.800 References and pay: the invoice reference prefix, the pay day, and what each field task pays. 00:02:12.800 --> 00:02:18.050 Documents needed sets which documents each kind of case must have. 00:02:18.050 --> 00:02:24.090 Client fees holds the branch's rate cards, what clients are charged. A new branch has none; add one with New rate card. 00:02:24.090 --> 00:02:31.360 Reminders shows the reminders sent, can send them now, and sets how soon they go out. 00:02:31.360 --> 00:02:38.230 Instructions mailbox connects an email inbox, so instructions clients send by email arrive in AssessPro. 00:02:38.230 --> 00:02:41.880 Next, the branch's clients and its team. 00:02:42.840 --> 00:02:46.200 Clients. Who sends the branch its files 00:02:46.200 --> 00:02:56.250 Clients are whoever sends the branch its files: mostly insurers, but banks, companies and law firms too. They are under Setup, in Clients. 00:02:56.250 --> 00:03:00.720 A new branch has none. Choose Add a client. 00:03:00.720 --> 00:03:05.600 The client's name, and what kind of client it is. 00:03:05.600 --> 00:03:15.660 A short code. It goes into the branch's invoice references, and it matches the client when files are brought in from a spreadsheet. 00:03:15.660 --> 00:03:20.530 Who to talk to there, and how to reach them. 00:03:20.530 --> 00:03:24.970 Accounts email receives the client's invoices and payment reminders. 00:03:24.970 --> 00:03:32.650 Default fee is the professional fee charged when the client has no rate card of its own. 00:03:32.650 --> 00:03:42.700 Cutoff day is the day of the month the client's billing closes. Files accepted after it are billed the next month. Choose Add. 00:03:42.700 --> 00:03:49.150 The client is on the list. Choose it to change any of its details. 00:03:49.150 --> 00:03:51.710 Next, the branch's team. 00:03:52.680 --> 00:03:56.030 The team. Who works in the branch, and inviting someone 00:03:56.030 --> 00:04:00.090 The branch's team is under Work, in Team. 00:04:00.090 --> 00:04:13.750 Load and performance shows each person's open files and tasks, what waits for approval, and how much of their work is on time. A new branch has no one carrying files yet. 00:04:13.750 --> 00:04:13.780 People lists who is in the branch and their role. To add someone, choose Invite someone. 00:04:13.800 --> 00:04:17.130 Opening a file. A client's instruction becomes a file 00:04:17.130 --> 00:04:27.180 When a client sends an instruction, the office opens a file for it. Files are under Work, in Cases. Choose Open a file. 00:04:27.180 --> 00:04:34.830 Choose the client who sent it, and the kind of file: here, material damage to a vehicle. 00:04:34.830 --> 00:04:42.490 Who instructed it at the client, and their email. Requests for missing documents go to that address. 00:04:42.490 --> 00:04:50.170 What they asked for, their claim number, and their own reference, which is printed on the invoice. 00:04:50.170 --> 00:04:55.830 Then the insured, the vehicle, and where the loss happened. 00:04:55.830 --> 00:04:59.970 Choose Open file. 00:04:59.970 --> 00:05:04.830 The file has its number and due date. Its checklist shows the documents still missing. 00:05:05.840 --> 00:05:09.170 Assigning a file. Giving a file to an investigator 00:05:09.170 --> 00:05:17.210 Open the file from Cases. The bar across the top shows where it is, from intake to closed. 00:05:17.210 --> 00:05:21.250 Choose Assign to give it to an investigator. 00:05:21.250 --> 00:05:30.530 Each investigator is listed with how many files they have open, so the work can go to whoever has the least. 00:05:30.530 --> 00:05:38.980 AssessPro warns when documents are still missing. To assign anyway, say why; the reason is kept on the file. 00:05:38.980 --> 00:05:47.440 The investigator gets the standard tasks for this kind of file, paid at the branch's rates. Choose Assign anyway. 00:05:47.440 --> 00:05:57.480 The file moves to Assigned, and opens on its tasks: each with who does it, when it is due, and what it pays. 00:05:58.480 --> 00:06:01.810 Working the file. The investigator's side: tasks, field work, parties and statements 00:06:01.810 --> 00:06:11.840 The investigator signs in to the branch. Their dashboard shows their open tasks, work sent back to them, their files, and their pay. 00:06:11.840 --> 00:06:18.690 Pay stays empty until the branch sets its pay day, and the tile says so. 00:06:18.690 --> 00:06:25.910 Next up lists each task with its file, when it is due, and what it pays. 00:06:25.910 --> 00:06:35.160 Tasks has the same work grouped by when it is due: this week, later, then what has been submitted and approved. 00:06:35.160 --> 00:06:41.600 A task's file number opens the file, on its tasks. Choose Move to investigation. 00:06:41.600 --> 00:06:49.640 The bar moves on to Investigation. Each task has Start and Submit for approval. Start the scene visit. 00:06:49.640 --> 00:06:52.460 Field work 00:06:52.490 --> 00:07:06.360 Field work is where the findings go. On a material damage file that is the scene: whether it was visited, and notes. 00:07:06.360 --> 00:07:08.900 Choose Save investigation. 00:07:08.900 --> 00:07:17.710 The sketch and photos go under Documents. Choose Upload document, pick the category, and the file. 00:07:17.710 --> 00:07:26.160 The upload is listed by its category. The checklist beside it tracks the documents this kind of file needs. 00:07:26.160 --> 00:07:34.590 Back on Tasks, choose Submit for approval on the scene visit. A note tells the office where to look. 00:07:34.590 --> 00:07:42.640 The task is Submitted. It waits there until someone in the office approves it or sends it back. 00:07:42.640 --> 00:07:45.450 Parties and statements 00:07:48.530 --> 00:07:58.060 Parties and statements holds the people on the claim. Choose Add party: here, the insured, who was driving. 00:07:58.060 --> 00:08:27.910 Record statement takes down what a party said: who it is from, how and where it was taken, a summary, and the full text. 00:08:27.910 --> 00:08:48.740 The rest go in the same way. A task can be submitted without starting it first. 00:08:48.740 --> 00:08:54.780 Four tasks are in. With the field work done, choose Move to analysis. 00:08:54.780 --> 00:09:02.030 The file is at Analysis. Writing the report is the last task, and the next chapter. 00:09:03.000 --> 00:09:06.330 Writing the report. The investigator drafts the report and sends it for QA 00:09:06.330 --> 00:09:13.990 The file is at Analysis. When the investigator is ready to write, choose Move to report draft. 00:09:13.990 --> 00:09:20.130 The report is under Report. Choose Start the report. 00:09:20.130 --> 00:09:52.220 It has a summary of the facts, the investigations carried out, and the findings. 00:09:52.220 --> 00:09:56.670 Then the recommendation to the client, and the amount. 00:09:56.670 --> 00:09:59.350 Choose Save report. 00:09:59.350 --> 00:10:07.800 Submit for QA saves the draft and sends it to the office for sign-off. It needs a recommendation first. 00:10:07.800 --> 00:10:14.230 The report is waiting for QA, and the file has moved to QA review. 00:10:14.230 --> 00:10:23.950 Last, the report task goes in for approval like the others, so it is paid with them. 00:10:23.950 --> 00:10:31.190 On the dashboard, nothing is open now. Five tasks are submitted and waiting for the office. 00:10:32.200 --> 00:10:35.580 Approving the work. The office approves tasks, sends one back, and signs off the report 00:10:35.580 --> 00:10:46.090 Back in the office, the dashboard shows what came in. Task work to approve counts the tasks, and the pay they add up to. 00:10:46.090 --> 00:10:56.180 Needs you lists the report waiting for QA first, then each task with who did it, the file, the pay, and their note. 00:10:56.180 --> 00:11:06.600 Approve takes a task as done. Its pay goes to the investigator in the pay cycle it was approved in. 00:11:06.600 --> 00:11:14.720 Send back returns work that isn't finished, with what needs redoing. Here, the estimate itself was never uploaded. 00:11:14.720 --> 00:11:22.000 Choose Send back. It goes back to the investigator's list, marked Sent back, with the note. 00:11:22.000 --> 00:11:24.810 Signing off the report 00:11:24.880 --> 00:11:29.110 Now the report. Open it from Needs you. 00:11:29.110 --> 00:11:39.590 While it waits for QA, nobody can change it. The reviewer reads it, then approves it or sends it back with what needs fixing. 00:11:39.590 --> 00:11:46.460 Choose Approve. An approved report is locked, and is ready to deliver to the client. 00:11:46.460 --> 00:11:52.930 The file's Tasks tab shows where each task stands: four approved, one sent back. 00:11:53.920 --> 00:11:57.270 Delivering and billing. The report goes to the client, and the invoice follows 00:11:57.270 --> 00:12:03.770 An approved report is delivered from the file's Report tab. Choose Deliver to client. 00:12:03.770 --> 00:12:07.850 Say how it went out, and its reference. 00:12:07.850 --> 00:12:17.560 Delivering also raises a draft invoice from the charges here. Left blank, the professional fee is the client's default fee. Choose Deliver. 00:12:17.560 --> 00:12:22.850 The file moves to Delivered, and the draft invoice is raised. 00:12:22.850 --> 00:12:28.000 The file's Billing tab lists its invoice. 00:12:28.000 --> 00:12:30.810 Invoices 00:12:30.870 --> 00:12:41.740 Every invoice is under Money, in Invoices. A row has our reference, the client's own reference from the file, the billing month, and the amount. 00:12:41.740 --> 00:12:46.620 The billing month follows the client's cut-off day. Choose Send. 00:12:46.620 --> 00:12:57.500 The invoice is Sent, and is emailed to the client's accounts address. Under its status, the days it has been outstanding since it was raised. 00:12:57.500 --> 00:13:05.990 Until it is paid, a reminder can go from the row's menu. When the client pays, choose Mark paid. 00:13:05.990 --> 00:13:08.570 The invoice is Paid. 00:13:09.560 --> 00:13:12.900 Work sent back. The investigator puts right what the office sent back 00:13:12.900 --> 00:13:20.150 When the office sends work back, the investigator's dashboard counts it under Sent back to you. 00:13:20.150 --> 00:13:25.810 Next up shows the task again, with the office's note under it. 00:13:25.810 --> 00:13:31.090 On Tasks, it heads the list, under Sent back to you. 00:13:31.090 --> 00:13:39.980 The note asks for the garage's estimate. It goes under Documents: Upload document, and choose the file. 00:13:39.980 --> 00:13:47.660 The estimate is on the file. Back on Tasks, the task is open again, with the note. 00:13:47.660 --> 00:13:57.580 Choose Submit for approval, and say what changed. 00:13:57.580 --> 00:14:01.650 It is Submitted again, waiting for the office. 00:14:02.600 --> 00:14:05.950 Investigator pay. The pay day, and paying the month's approved work 00:14:05.950 --> 00:14:16.030 Investigators are paid in monthly cycles, and a cycle needs the branch's pay day. Until it is set, the dashboard asks for it. 00:14:16.030 --> 00:14:28.120 It is in Settings, under References and pay. Tasks approved on or before the pay day are paid that month, and later ones the next. Here, the 25th. 00:14:28.120 --> 00:14:31.300 Choose Save changes. 00:14:31.300 --> 00:14:39.450 Below it, the task pay rates: what each standard task pays, and how many days it is given. 00:14:39.450 --> 00:14:42.260 Paying the month 00:14:46.550 --> 00:14:56.620 The resubmitted task is back in Needs you. Now that there is a pay day, Approve says which month's pay it goes into. 00:14:56.620 --> 00:15:03.880 Investigator pay, under Money, shows the open cycle: the total so far, and the cut-off date. 00:15:03.880 --> 00:15:11.540 Each investigator is listed with how many approved tasks they have in the cycle, and the amount. 00:15:11.540 --> 00:15:18.420 To pay, accounts or an admin chooses Close and pay, and adds the payment's reference. 00:15:18.420 --> 00:15:26.100 Closing pays every approved task in the cycle. Anything approved after that goes into the next month. 00:15:26.100 --> 00:15:33.380 The cycle shows when it was paid and the reference, and the next month is open. 00:15:34.360 --> 00:15:37.720 The company. Every branch at once: overview, branches, people and shared settings 00:15:37.720 --> 00:15:46.200 Above the branches is the company. The switcher at the top of the menu has it, as All branches. 00:15:46.200 --> 00:15:55.870 The company's Overview adds up every branch: open files, files past SLA, late tasks, what clients owe, and this cycle's investigator pay. 00:15:55.870 --> 00:16:07.150 Below it, each branch on a row, then the clients across branches: what they were billed, what they paid, and how long they take to pay. 00:16:07.150 --> 00:16:16.850 Branches lists them with their admin, open files and people. Add a branch opens another one: its name, address, phone and email. 00:16:16.850 --> 00:16:24.090 Whoever adds a branch is its admin, and invites its people from that branch's Team page. 00:16:24.090 --> 00:16:31.350 People is everyone in the company, with each branch they work in and their role there. 00:16:31.350 --> 00:16:40.220 Settings here sets values for the whole company: the Our Ref prefix, the pay day, and the task pay rates. 00:16:40.220 --> 00:16:51.090 A value set for the company can be shared, so a branch starts from it and may change it, or locked, so no branch can. 00:16:51.090 --> 00:16:58.340 That is a file's whole round in AssessPro, from the client's instruction to the investigator's pay. 00:16:59.280 --> 00:17:02.650 Instructions by email. Clients email their instructions; the branch opens files from them 00:17:02.650 --> 00:17:09.530 A branch can take its instructions straight from email. Settings, Instructions mailbox, sets it up. 00:17:09.530 --> 00:17:20.430 With IMAP polling, the branch checks a mailbox on a schedule: the host, port, username and password, the folder, and how many minutes between checks. 00:17:20.430 --> 00:17:32.920 With an inbound webhook, the mail provider sends each email here instead. It sends the secret with every email, and the secret is shown once, when it is made. 00:17:32.920 --> 00:17:44.180 Trusted senders are the addresses and domains whose instructions count. A client's own email address is trusted already. Add another, an address or a whole domain. 00:17:44.180 --> 00:17:51.060 Turn the mailbox on, and choose whether instructions from trusted senders open files by themselves. 00:17:51.060 --> 00:18:01.930 Ask AI is for mail the rules can't sort. It needs an AI key, and none is set for this branch, so it stays off. 00:18:01.930 --> 00:18:05.480 Save mailbox. 00:18:05.480 --> 00:18:14.830 Emails then show under Incoming mail. 00:18:14.830 --> 00:18:31.350 Opening a row shows how it was sorted. The instruction from the client's own address opened a file by itself, with the claim number, the insured and the vehicle read from the email. The file's number is under Converted. 00:18:31.350 --> 00:18:38.620 The instruction from a webmail address is waiting. Its sender is not on the trusted list. 00:18:38.620 --> 00:18:50.700 If it is someone the branch works with, Trust this sender. For a company's own domain it also offers anyone at that domain; for webmail, only the address. 00:18:50.700 --> 00:18:53.850 Choose Trust. 00:18:53.850 --> 00:19:04.750 It is marked Trusted and read as an instruction now. Trusting a sender never opens a file by itself, so open this one by hand. 00:19:04.750 --> 00:19:13.220 The details found in the email are filled in. Check the kind and the client, then Open the file. 00:19:13.220 --> 00:19:19.290 Mail that isn't work for the branch, like this newsletter, can be ignored. 00:19:19.290 --> 00:19:25.580 Both new files are on Cases, at intake, ready to assign. 00:19:26.520 --> 00:19:29.870 Costs on a file. The investigator claims what working the file cost 00:19:29.870 --> 00:19:35.920 Whatever working a file costs the investigator goes on the file's Costs tab. 00:19:35.920 --> 00:19:43.610 Add a cost. Mileage is the distance driven, paid at the rate on the client's rate card. 00:19:43.610 --> 00:19:50.070 The amount is worked out as you type the kilometres. Mileage needs no receipt. 00:19:50.070 --> 00:19:59.670 A fare is an amount, with a photo of its receipt. 00:19:59.670 --> 00:20:09.340 Each kind of cost is billed to the client or not by default, and the box can change that. Lunch isn't billed. 00:20:09.340 --> 00:20:15.790 Each cost is on the list with its receipt, and whether it is billable. 00:20:15.790 --> 00:20:25.830 Send costs hands them to the office. They also go by themselves when the investigator hands in their last task on the file. 00:20:25.830 --> 00:20:30.680 The costs are Sent, and the office checks them next. 00:20:31.680 --> 00:20:35.130 Checking costs. The office approves, reduces or refuses each cost 00:20:35.130 --> 00:20:41.610 Costs sent by investigators wait for the office on Tasks, under Costs to check. 00:20:41.610 --> 00:20:48.900 Each claim shows its file, the investigator and the amount. Open the file to check it. 00:20:48.900 --> 00:20:56.180 Each cost has Decide. A cost can be approved, approved for less, refused, or asked about. 00:20:56.180 --> 00:21:01.850 Approve less takes the amount allowed and a note the investigator sees. 00:21:01.850 --> 00:21:10.460 Refusing a cost needs a reason. 00:21:10.460 --> 00:21:17.340 A question sends the claim back to the investigator to answer before anything is approved. 00:21:17.340 --> 00:21:27.060 Approve an amount is the other way: one figure for the whole claim, shown spread across the costs before it is approved. 00:21:27.060 --> 00:21:34.360 Approve then approves the claim. A cost nobody decided, here the mileage, is approved as claimed. 00:21:34.360 --> 00:21:46.850 The claim is Approved, for the mileage and the reduced fare. Billable costs that are approved wait under Costs not yet billed until they go on the client's invoice. 00:21:47.840 --> 00:21:51.200 Repaying costs. Approved costs are repaid with the investigator's pay 00:21:51.200 --> 00:21:58.120 Approved costs are repaid with the investigator's pay, in the cycle their approval falls in. 00:21:58.120 --> 00:22:05.030 October is already paid, so these costs are carried forward into November, the open cycle. 00:22:05.030 --> 00:22:14.730 Whoever approved costs can't repay them as well: the cycle holds them for someone else, and leaves them out of the total. 00:22:14.730 --> 00:22:23.670 This branch has one admin, who approves and pays. The setting for that is in Settings, under References and pay. 00:22:23.670 --> 00:22:32.990 Someone else pays what I approve is on for every branch to start with. Only the owner can turn it off. 00:22:32.990 --> 00:22:42.310 Turning it off is kept in the audit log, and each payment made by the person who approved it says so. 00:22:42.310 --> 00:22:49.720 Back on Investigator pay, the costs are in the cycle's total. 00:22:49.720 --> 00:22:57.760 Close and pay, with the payment's reference, repays them with everything else in the cycle. 00:22:57.760 --> 00:23:05.470 The investigator sees the costs as Repaid on the file, with the cycle they were paid in. 00:23:06.480 --> 00:23:09.840 Report templates. The sections a branch's reports start with, per kind of file 00:23:09.840 --> 00:23:17.520 A report is made of sections. Settings, Report templates, sets the sections a branch's reports start with. 00:23:17.520 --> 00:23:24.820 These are the built-in ones: summary of facts, investigations carried out, findings, photographs and the recommendation. 00:23:24.820 --> 00:23:38.500 A template can be for any kind of file, or for one kind. A report takes the template for its file's kind, then the one for any kind, then the built-in sections. 00:23:38.500 --> 00:23:46.170 Material damage reports here get a section of their own for the garage's estimate. Add a section. 00:23:46.170 --> 00:23:54.280 A title, and what to write there. That shows in the empty box when the report is written. 00:23:54.280 --> 00:24:05.150 A section is text, photographs or the recommendation. Required means a report can't leave it out; the writer can still add sections of their own. 00:24:05.150 --> 00:24:10.010 The arrows set the order. This one goes before Findings. 00:24:10.010 --> 00:24:17.680 Save template. New reports on material damage files start from it; reports already written keep their sections. 00:24:17.680 --> 00:24:24.550 Use the built-in sections goes back to the standard ones for that kind of file. 00:24:25.600 --> 00:24:28.930 Photos in the report. Photos on the file become the report's numbered exhibits 00:24:28.930 --> 00:24:37.780 Photos from the scene and the garage go on the file under Documents, as Photos. 00:24:37.780 --> 00:24:46.640 A photo shows a preview, and a caption box under it. The caption is saved when you leave the box. 00:24:46.640 --> 00:25:06.190 Phone photos come as they are, HEIC included; AssessPro keeps a copy any browser and the report can show. 00:25:06.190 --> 00:25:14.640 Then the report. Start the report gives it the sections of the branch's template for this kind of file. 00:25:14.640 --> 00:25:21.090 This material damage file has the Repair estimate section the branch added, before Findings. 00:25:21.090 --> 00:25:30.340 Under Photographs, choose the photos the report shows. Each one picked becomes Photo 1, Photo 2 and on, in that order. 00:25:30.340 --> 00:25:37.580 Each takes the caption from the file; a caption typed here is for this report only. 00:25:37.580 --> 00:25:42.050 The arrows change the order. The plate goes first. 00:25:42.050 --> 00:25:45.130 Save photos. 00:25:45.130 --> 00:25:56.400 In the report's PDF they print under Photographs, two to a page, each with its number and caption, so the findings can say "see Photo 2". 00:25:57.360 --> 00:26:00.720 The report bundle. The report and its documents in one PDF, signed and frozen 00:26:00.720 --> 00:26:10.810 When a client or a court wants the report with its documents in one PDF, that is the bundle, on the file's Report tab. 00:26:10.810 --> 00:26:18.120 Make a bundle, and tick the documents that go in after the report and its photos. 00:26:18.120 --> 00:26:22.600 The arrows set their order. Then Make the bundle. 00:26:22.600 --> 00:26:35.510 It is put together in the background: a cover, an index with page numbers, the report, the documents, and the declaration, with the file and page number on every page. 00:26:35.510 --> 00:26:43.180 When it is Ready, it shows its pages and a fingerprint of the file. Download opens it. 00:26:43.180 --> 00:26:45.990 Signing it 00:26:46.080 --> 00:26:57.380 The declaration at the end is signed by whoever freezes the bundle, with their own signature if they keep one. It goes in under My account. 00:26:57.380 --> 00:27:05.470 Upload a signature: a picture of it. Only its owner can put it on a document. 00:27:05.470 --> 00:27:10.730 Each time it is put on a document, that is recorded. 00:27:10.730 --> 00:27:14.400 Back on the bundle, Sign and freeze. 00:27:14.400 --> 00:27:24.080 It is put together again with the signature, then frozen: it can't be rebuilt, and Make a bundle starts a new one. 00:27:24.080 --> 00:27:30.940 It says who signed it, and when. With the fingerprint, anyone can check the PDF wasn't changed after. 00:27:31.880 --> 00:27:35.210 Asking for a float. Money before a trip, accounted for with the costs 00:27:35.210 --> 00:27:45.270 When a branch pays floats, an investigator can ask for money before a trip. It is on the file's Costs tab, under Floats. 00:27:45.270 --> 00:27:53.310 Ask for a float: how much, what it is for, and when it is needed. 00:27:53.310 --> 00:27:56.550 Ask sends it to the office. 00:27:56.550 --> 00:28:04.590 It waits for the office to approve it, all or part, and then for someone to pay it. 00:28:04.590 --> 00:28:18.250 Once it is paid, the next costs sent on this file are met from the float first. What isn't spent is owed back, and the office records it when it comes back. 00:28:19.240 --> 00:28:22.580 Approving and paying a float. The office decides on a float and records paying it 00:28:22.580 --> 00:28:30.640 When an investigator asks for a float, it shows on Tasks, under Floats, for whoever approves task work. 00:28:30.640 --> 00:28:38.690 Each one says who asked, what for, and how much. The file number opens the file's Costs tab. 00:28:38.690 --> 00:28:45.140 Approve the whole amount, or less. Here the office approves two nights at most. 00:28:45.140 --> 00:28:54.000 It is approved, and now waits for someone to pay it. On this branch, the admin who approves also pays. 00:28:54.000 --> 00:29:00.460 Once the money is sent, record the payment: how it went, and the reference. 00:29:00.460 --> 00:29:08.110 The float is paid, and the investigator now accounts for it with their costs on this file. 00:29:08.110 --> 00:29:16.580 Whatever isn't spent shows here as money to come back. Record it with Money returned when it comes in.