Interactive Agent Reporting (IAR)
Submitting and Reversing an IAR Sales Report (Length: Less than 5 minutes)
This video demonstrates how to submit and reverse an IAR sales report.
Tax-Only Refunds (Length: About 3 minutes)
This training video demonstrates how to perform a tax-only refund in IAR.
Electronic Miscellaneous Documents (EMDs) Overview (Length: Less than 5 minutes)
This training video provides an overview of EMDs.
Exchanges 101
This training video series will discuss the most common IAR exchange errors and how to mitigate and correct them.
The IAR Partial Exchange Workaround (Length: About 4 minutes)
This training video discusses an IAR workaround that is available to agents when performing partial exchange transactions.
Check Form of Payment – Even Exchanges (Length: About 3 minutes)
This training video discusses the Form of Payment error received on even exchange transactions.
Transaction Used in a Refund or Exchange – Cannot Modify (Length: About 3 minutes)
This training video discusses the IAR error "Transaction Used in a Refund or Exchange – Cannot Modify".
Coupons Not Available for Use (Length: About 3 minutes)
This training video discusses the IAR error "Coupons Not Available for Use".
Document Not Found (Length: Less than 5 minutes)
This training video discusses the IAR error "Document Not Found".
MCO Issued for Residual Value (Length: About 5 minutes)
This training video discusses issuing an MCO for residual value.
Exchange with a Residual Value (Lost) (Length: Less than 4 minutes)
This training video will discuss issuing an exchange with a residual value that is being lost (A Lose-it-Amount) and how to account for it in IAR.
Retry Later – Document In Use (Length: Less than 3 minutes)
This training video discusses the IAR error "Retry Later – Document In Use".
Best Practices for Processing Exchange Transactions (Length: Around 2 minutes)
This training video discusses the best practices agents should follow to mitigate IAR exchange errors and mistakes.