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Retail Insurance
The insurance automation system
That's all about time...your time |
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The new Bank Reconciliation makes balancing your bankbook a breeze. Advanced features make an otherwise time consuming task far simpler.
Groups all cash and check transactions in a specified time frame, totaling them on the fly until they match those items on your bank statement. Once totaled, you can reconcile the entire group with a single click. Checks can be grouped to total the daily sweep from an insurer and cash can be grouped to match the total deposits for the month. If you are interrupted for any reason, you can save your work and come back to it without starting over!
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