Claim Numbers. Complete Computer Solutions Representative Payee Manager

Client Information

Claim Numbers

The Claim Numbers screen is used to specify claim number(s) for this client. This is only used if you import an electronic deposit file from your bank using the File, Import ACH Deposits process. When deposit transactions are imported, the system matches the claim numbers from the deposit file to the claim numbers entered in RPM. If a match is found, a deposit transaction will be created for the matching client.

To add claim numbers, use the New button on the Records menu or move to the last empty row in the list and start typing.

To delete claim numbers, click the delete record button next to the record and click Yes to confirm the deletion.

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