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Reconcile with client

Tony M
in Finding & Searching

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Periodically we must reconcile the accounts we have with the accounts our client says we have. Generally we get a file from the client in Excel that lists, among many things, an account number. In the past I have imported the client data into FMP and just compared what they have to what we have by looking for duplicate account numbers and then reporting on the difference. This ends up causing our caseworkers a lot of work because they will then manually look up each account that is different and report on them. I would like to just be able to report what the "status" on each account the client believes we are working using our internal status codes and some notes that are in our FM system. Anyone deal with something like this?

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https://fmforums.com/topic/42573-reconcile-with-client/
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