The following screens show Individuals, Organisations, and Agents created by you or anyone else in your department during the past 7 days:
New Individuals
New Organisations
New Agents
You can use these screens to review recently added records, and to fill out any incomplete data that was not available when the record was created.
For more guidance on how to use each of these screens, including the data that must be recorded in order for payments to be processed, follow these links: