Rapid Reinvestment Form

The Rapid Reinvestment Form is a fast and easy way to get your information into the Maestro system. This was built to assist those who are entering their reinvestment data all at once rather than an on-going basis. 

To access the form, you will click on the hammer & wrench icon at the bottom of the left-hand menu. 

The Rapid Reinvestment form will be at the top of the navigation under the "Data Entry" section. If this is minimized, you may need to expand the section to click on the form. 

To begin, click the "next" button and you will be taken to 02. New Businesses. 

 

To add a new business, click on the "+" button to add a new row. Complete all the required data (Name, Date Opened) in that row. You can also enter the number of employees and the business location. Because this business will not be in your system yet, you will need to utilize the "Add XXX" that appears when you start typing. The business will not save to your system unless you have utilized this method. 

When you have added all the data you need, you can click "next" to go to the next section of the form. 

IMPORTANT:IMPORTANT: If you do not have data to enter for a section, you can skip a section by clicking "next" or clicking the next section that you need. You are not required to enter information in every section of the form. 

When you have entered all your information, you will need to click into 17. Review & Submit. 

In this section, you will be able to see what data has been entered and what is not marked as complete. 

 

If the information is correct, click the checkbox to verify that the information is correct and click "Submit".  When you click submit, you will get a notification announcement and confetti will appear on your screen. 

Note: If you do not get this notification your data has not be submitted to the system. 

 

Errors / Warnings

If there is an error or missing data, when you click submit, you will get a notification on your screen. The notification will appear below the section(s) that has an error. In this case, No. 16. 

Errors usually occur when required fields are missing or incomplete, or there are extra lines added with no data. 

Once you have resolved your errors, you can click submit again and your data will be entered.