Refresh worksheet data
Manually refresh the worksheet to ensure collectors are working with the latest data. For example, you may want to refresh after changing the days in procedure for certain leading documents.
Note: Only system administrators can refresh worksheet data.
Steps
- Select Settings from the top navigation bar.
- Select Refresh worksheet.
Related Articles
- Worksheet Overview
- Process Workspace and Payment Plan Lists
- Process Telephone Lists in Collections
- Create or Edit Tasks in Collections
- Review Tracking Lists
Need Help?
If the Refresh worksheet option is not visible in Settings, confirm that your account has a system administrator role. Contact the Billtrust Support team for further assistance.