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Kinum Client Portal Tutorials

 

 Step 2 Tutorials  (Fixed Fee service) 

  • Read the
    PDF Tutorial:
      Step 2 Tutorial (and basics of Step 3) (5 pages)
  • Or watch the
    📹
    Video Tutorial – Steps 2 & 3 – (20 minutes)

     Topics in the Video / Bookmarks
     – Video Starts: Understand the Step 2 and Step 3 Services (Watch) 
     – Submit Account to Step 2 or Step 3: (Watch)
     – Manage Accounts, Post Payments & Handling Disputes: (Watch)
     – Using Post a Note Feature: (Watch)
     – Statements and Invoices: (Watch)
     – Upload Debtors using Excel: (Watch)
     – Move accounts from Step 2 to Step 3: (Watch)
     – List of all Disputed accounts: (Watch)
Step 3 Only Tutorials  (Contingency Fee Service) 

  • Read the
    PDF Tutorial:
    Step 3 Tutorial (3 pages)
  • Or watch the
    📹 Video Tutorial – Step 3 –
     (20 minutes)

    Topics in the Video / Bookmarks
     – Video Starts: Understand the Step 3 Services (Watch)
     – Submit Account to Step 3: (Watch) 
     – Manage Accounts, Post Payments & Manage Disputes: (Watch) 
     – Take action on Disputed accounts: (Watch) 
     – Using Post a Note Feature: (Watch) 
     – List of Disputed Accounts: (Watch) 
     – Statements and Invoices: (Watch) 
     – Upload Debtors using Excel: (Watch) 
     – Does your portal have more than one location? (Watch) 

Do you have Multiple Locations on the portal?

Each location will appear in a dropdown if you have setup multiple locations with us.
Extremely Important: Please select the correct location before submitting accounts to us.


Set up Direct Deposit ( Online form – Secured by RightSignature)

  • Payment Authorization Form
    ( Click Here for a short document explaining various options in this form. This allows us to direct deposit Step 3 collections to you. If you prefer, you can also authorize Kinum to electronically withdraw the amount payable to us.)

Common Tutorials for Step 2 and Step 3 

    • Taking Action on Disputed Accounts
    • Understanding Statements and Invoices (2 page)
    • Upload Debtors using Excel Spreadsheet (1 page)
      ( In case you want to submit a batch of accounts at once instead of entering them one by one. Please have your rep train you first on this.)
    • Set your Settle in Full percent (Allow Kinum to settle accounts for a lower amount if needed)

An overview of our collection services. Steps 1, 2, 3 & 4 (2 minutes)

 

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