Which request types are handled by the Accounts Team in QNTRL?
⚡Quick answer
The Accounts Team handles seven specific request types in QNTRL: A) Payment Split, B) Invoice Generation Before Payment, C) Refund, D) SMS Activation, E) Cash Approval, F) Travel Reimbursement, and G) TDS Refund.
When should I use this guide?
Refer to this FAQ whenever you need to raise, route, or track a finance-related request in QNTRL (Zoho CRM) and want to confirm whether the Accounts Team is the correct owner.
1. Overview
The Accounts Team manages a defined set of request categories over QNTRL (integrated with Zoho CRM) to ensure consistent processing and auditability.
2. Complete list of handled request types
3. Requests not covered
The policy lists only the seven request types above. Any request that does not match these descriptions is outside the scope of the Accounts Team’s QNTRL workflow and should be routed through the appropriate alternate channel.
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How do I raise a Payment-Tracking request, and when will the Accounts Team respond?
⚡Quick answer • If a payment cannot be tracked through standard methods, raise a Zoho ticket under the “Payment Tracking” category and include all mandatory details (method, date, amount, company name, customer reference number, plus cheque number ...
What weekly payment cycle does the Accounts Team follow?
⚡Quick answer • Wednesday – All payment requests must be submitted to the Accounts Team. • Friday – The Accounts Team verifies and initiates the payment. • Tuesday (EOD) – The payment is credited to the client’s account. Requests sent after Wednesday ...
How do I get a cash amount approved in QNTRL?
⚡Quick answer Raise a request in the “Cash Approval” application inside QNTRL, attach every mandatory document (Company Name, IVR Flow, Payment Details, Company ID Proof, Company PAN Card, and the Client’s Individual ID Proof). Once approved, the ...
What should an agent do when a client asks to speak with the Legal or Accounts team?
⚡Quick answer - First, consult the relevant FAQ and try to resolve the client’s query yourself. If the client is still unsatisfied, ask them to email their concern; the Legal/Accounts team will evaluate it and reply within 24 hours. Only email is ...
What types of requests are considered under a Prepayment Request?
⚡Quick answer - Only two request types qualify as a Prepayment Request: (1) Payment Split for allocating one payment across multiple invoices, and (2) Invoice Generation Before Payment Receipt for pre-approved enterprise clients (requires management ...