Home > Accounts > Set Agency Review > tips & tricks set agency review

Updating Agency Review criteria when account already set to Yes

 Threshold Amount The amount equal to or above which a payment request is held for Agency Review. , Default Action , and Agency Review Reason can be updated for an account already set to Yes for Agency Review. “ If Agency Review is set to yes for a group of accounts, you can modify the Threshold Amount, Default Action, or Agency Review reason if so desired. You may also take accounts off of Agency Review.

For questions on the Printer Friendly button and Date the date the transaction was completed. Range requirements see FREQUENTLY ASKED QUESTIONS.

PROCEDURES