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Visatory sends a six-digit code instead of using passwords. What to do when it does not arrive.

What to put in the file, what happens to rows that do not fit, and what to do first.

Roles are per-area and editable, and branches limit visibility for larger agencies.

The submit control refuses rather than warning, and it lists what is missing. What each reason means.

Rules change mid-intake. Editing a track affects new cases only, and open ones keep the steps they started with.

Receivables move through expected, confirmed, invoiced and paid. Most missing commission is waiting on a census date.

Choose a period and export. The manifest lists what is included and, deliberately, what is missing.

Retention is a clock the product enforces. It refuses an early delete and tells you the date it becomes eligible.

Fourteen days, no card. Nothing is charged at the end because nothing was collected.

Export is a feature, not a request form. It works at any time, including after a lapse.