DATE:
AUTHOR:
FGI Tech

Covered vs Uncovered Sales Report

DATE:
AUTHOR: FGI Tech

We are pleased to announce improvements to the Sales report inside TRUST. The "Covered vs. Uncovered Sales Report" is a powerful and time-saving feature on TRUST that automatically generates a report summarizing all sales, indicating which are covered under the credit insurance policy and which are not. This report provides a clear breakdown of total sales values, making it incredibly useful when it's time to report to your insurer at renewal!

If you are interested in seeing this report please reach out to us and we can add this to your page.

The report can be found in the "Reports" tab and will now show the following:

  • A summary of covered vs not covered sales:

  • View a breakdown of sales by Country, Quarter and now by each Debtor:

  • Show each invoice associated within the date range selected per debtor:

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