Redemption check cleared option in lien account status
Ability to print the redemption check date cleared from the lien account status.
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.
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.
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.
Can you explain why this would be helpful to you? Thanks!