Complete Computer Solutions Representative Payee Manager
Manuali e guide per l''utente per Complete Computer Solutions Representative Payee Manager. Abbiamo trovato 1 manuali per download gratuiti User Guide
Below you will find brief information for Representative Payee Manager . This software can be used to automate much of the work associated with representative payee services. The system tracks all details about transactions between clients and vendors. Some of the features included are: client information, financial information, and reports.
Caratteristiche principali
Client Information
Financial Information
Reports
Security
User Log-on and Password Protection
Security Levels for Controlling Access
Audit Trails
pagine: 114 Complete Computer Solutions Representative Payee Manager User Guide
Marca: Complete Computer Solutions Categoria: Software Dimensione: 8 MB
Lingue: English
Indice
Apri manualeRisposte e domande frequenti
How do I logon to the system?
You will be assigned a user-id and password by the system administrator.
What are the different types of checking accounts that can be used?
RPM can be set up to use both mass and individual checking accounts.
What information is included on the Basic tab of the Client Information screen?
The client information screen contains basic information about each client, such as name, address, phone number, SSN, birth date, client type, account manager, support type, status, add date, start date, mass accounts, individual accounts, total balance accounts, total balance assets, minimum balance, and balance limit.
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