Redemption check cleared option in lien account status
Ability to print the redemption check date cleared from the lien account status.
Tanyika Johns
shared this idea
4 comments
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Tanyika Johns
commented
It was for reconciliation purposes for the auditor because the lien account status report changes when you try to run a report of open as of 12/31. But I do not need it because I am running my liens through the escrow module.
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Tanyika Johns
commented
Its for my auditor. He confirms the premium balance in Edmunds to the general ledger. I am attaching two reports one was run on 1-24-19 one run today. as you can see the premium amount changed even though I did as of 12-31-18. The cleared date would allow me to run the report as of the date the checked cleared so it would match the general ledger. I am trying to get my auditor to use Edmunds reports to match from year to year instead on relying on excel.
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Tanyika Johns
commented
My auditor runs a lien account status report to back into any premiums and payments that redeemed but have not been paid out. Since its on the lien account maintenance screen I wondered how hard it would be to put it on the lien account status report. They have an excel report but I am trying to get them to stop manually typing reports that can be generated from Edmunds.
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Can you explain why this would be helpful to you? Thanks!
