1. What is the Payables tab?

The Payables tab shows all the payments made by Ascend to Carriers and MGA/Wholesaler/Brokers on behalf of your company.

By clicking on a row, you can access the detailed view of the receivable that will show further information about the payment, including the funding timeline, policy breakdown, and the last 4-digits of the account funded.

The filters on the page allow you to customize your view to narrow your search or locate a set of specific funding information:

To export a report of a filtered view or all company payments, click the Export CSV button in the top right side of the page. This will start the download of the company payment records for reconciliation, planning, and other purposes:

To download a receipt for specific funding, click on the receipt icon on the far right end of the row for the relevant payable:

Need more help? Contact us at support@useascend.com for more help.