Enter Client Transaction Codes
When the
Financial Tab is selected from the client information options a screen
will be presented that will allow the operator to post several transaction
codes to the client account.
- ADJCB
- Adjust Client Balance: makes
adjustments to the client balance.
- ADJINV - Adjust
Invoice: allows users to adjust or write-off invoices.
- CAC-
Client Account Credit: posts credits
to the Client's accounts.
- CAD -Client
Account Debit: used to correct remittance checks for systems with
the check writing feature.
- CEX-
Client Expense Charge: charges
the client with an expense item.
- RFC-
Refund to Client: refunds monies
to the client.