What is the first step to research a check received from an insurance company without an invoice number?

Using the Closed Ticket search for the renter's name is the most effective first step when researching a check received from an insurance company without an invoice number. This method allows you to gather relevant information that may be linked to the check, potentially uncovering the context of the payment in relation to specific rental agreements or services rendered.

By searching for the renter's name, you can cross-reference the check with any associated closed work orders or tickets that might provide additional context about why the payment was made, which services or claims it relates to, and verify if the amount corresponds with expected payouts. This proactive approach facilitates a more informed inquiry into the check's origins and helps ensure accurate financial documentation.

In contrast, contacting the insurance company directly may not provide immediate access to necessary details. Filing the check without processing could lead to confusion and financial discrepancies later on, while checking with the finance department might not yield results without first identifying the pertinent renter's information. Therefore, utilizing the Closed Ticket search is a strategic initial step in the research process.