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Accounting Request (Parent Flow) - Coggle Diagram
Accounting Request
(Parent Flow)
Slot: [ Accounting Request]
<<Payroll Posting Request>>
<<Void Official Check>>
<<Cash Order>>
<<Loan Payment Reversal>>
<<ACH Request>>
<<Wire Request>>
<<Other Request>>
Payroll Posting Request
(Child Flow)
Please provide the below details:
Card:
Company Name? [SINGLE LINE TEXT]
Mandatory
Description (Payroll) [MULTI LINE TEXT]
Mandatory
<<Submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: Payroll
Subcategory: Posting
Void Official Check
(Child Flow)
Please provide the below details:
Card:
Check Number? [Single Line Text]
Mandatory
Account Number? [Single Line Text]
Mandatory
Check Amount? [Single Line Text]
Mandatory
Does it need to be reissued? [Yes/No]
Mandatory
<<Submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: Transaction
Subcategory: Official Check
I have created ticket IM### and assigned it to the Accounting team to process.
Is there anything else I can help you with?
Cash Order
(Child Flow)
Please provide the below details:
Card:
Branch?: (Cleveland , Columbus , Flowood , Starkville) Radio button option
mandtory
How much of each denomination? [Multi line text]
Mandatory
<<Submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: Cash Order
Subcategory: Cleveland, Columbus, Flowood, or Starkville (Depends on what was selected for question 1 Branch?)
Loan Payment Reversal
(Child Flow)
Please provide the below details:
Card:
Account Number? [Single Line Text]
Mandatory
Payment Date needed to be reversed? Date Picker calendar
Mandatory
Description [Multi line text]
Mandatory
<<Submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: Loan
Subcategory: Payment Reversal
ACH Request
(Child Flow)
Please provide the below details:
Card:
ACH Request Type?
(Origination/Update, Dispute, Revocation)
Mandatory
Account Number? [Single Line Text]
Mandatory
Have you uploaded the signed form and void check to the member account?
[Yes/No] Dropdown
Mandatory
Are all loan payments current? [Yes/No] Dropdown
Mandatory
Other [Single line text]
<<Submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: ACH
Subcategory: Origination/Update, Dispute, or Revocation (Depends on what was selected for question 1 ACH account request type?)
Wire Request
(Child Flow)
Please provide the below details:
Card:
Account Number? [Single Line Text]
Mandatory
Have you taken the money from this account for the wire? [Yes/No] Dropdown
Mandatory
<submit>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: Transaction
Subcategory: Wire
Other Request
(Child Flow)
Please provide the below details:
Card:
Description [Multi line text]
Mandtory
<<submit>>
{Create a ticket and assign to Accounting Queue}
Ticket Details:
Form Input details
Chat Transcript
Subject: {Label}
Category: General
Subcategory: Other