Client Access

INSTRUCTIONS—WEB ACCESS FOR CBSI CLIENTS

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1) Enter Client Access on our web site. 

2) Input your Client No. as the Client ID (case-sensitive). CBSI has already set up your Client Nos./Client ID

3) User Name: 1st time: “CBSI will issue you a temporary user name” (not case-sensitive)
Thereafter: a supervisor (you) can add more users (see below): 
Password: 1st time: “CBSI will issue you a temporary password” (case-sensitive)
thereafter: create passwords for each user, including yourself
Adding Users: 
--- “Edit Users”. Be sure to “Select All”. Follow the screen, assigning permissions. 
“Submit” when done.

4) New Account Entry: --- * = required fields. When inputting SSN & Ph #: use dashes; Dates=MMDDYY
--- “Submit Data” when done
--- Option: To send your accounts in your own “.txt” or “.xls” format, go to 
“Client File Upload”, “Browse” to them on your system, and “Upload” to us. 

5) Account Inquiry: Find a debtor by any of several variables, report payments, and edit an account

6) Reports: Will appear on your computer so you can print them on YOUR printer:
---- Select what you want from pre-formatted list, 
-OR-, if what you want is not listed,
---- Go to Report Builder or Data Mining Tool to create your report

(a) Can sort by column header
(b) “.xls”: Use this feature to get totals. An Excel spreadsheet opens so you can download 
the report to your own computer. You will need to format the spreadsheet to 
suit your needs, including creating column totals. Then save it in Excel format 
in a file you choose.
(c) CTRL: Hold down and click on additional fields you want on report

---- To get a Client Inventory:
(a) Log In with your main Client #
(b) “Reports”
(c) “Report Builder”
(d) “All” or “Select” the client nos. you want on report
(e) “Run Report”
(f) To get column totals, see “.xls” above

---- To get History Report: 
(a) Log In with your main Client #
(b) “Reports”
(c) “Standard Analysis”
(d) “All” or “Select” the client nos. you want on report
(e) “Generate Report”

----- To report payments (on other than “LEG” accounts) or edit an account:
(a) “Account Inquiry”
(b) Type in Debtor’s name, acct #, etc to identify that debtor, then “Search”
(c) Click on correct account 
(d) “Report payment” or “Edit Account”
(e) “Update Record”