Select Tickets from the menu on the left side of the Dashboard.
Click on +Create Ticket button located on the upper right side of the page.
Under Transaction Amount, enter the estimated transaction amount.
Click the calendar icon under Transaction Expected Date Range - the estimated dates the transaction should be ingested via Plaid.
Click Select under Reason for Non-Revenue and select a label for the transaction.
Enter a short summary of your claim in the box under Description.
Click the browse hyperlink to select and attach relevant documents to support your claim.
*Uploading insufficient documentation will likely cause a rejection. Please be sure the supporting documents match the transaction in your claim.
Click the Submit button.
The new ticket will now appear on your Tickets dashboard as Pending.
Thank you for submitting a Ticket, please check your inbox for an email confirming receipt from our Support Team.
You'll hear back from us as soon as possible (within 1 to 3 business days).
Please hang tight, we're working on your request. 🙂
Thank you
Precise Support Team
