Jump to content

Reconcile with client


Tony M
 Share

This topic is 5688 days old. Please don't post here. Open a new topic instead.

Recommended Posts

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?

Link to comment
Share on other sites

This topic is 5688 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.