Reprocessing a Provider Statement

Adviser Cloud will do all the hard work and easily reprocess a statement.

 

Note: When would you need to reprocess a statement? You will need to reprocess a statement when you have a non-matching reconciliation that you have since corrected. This non-matching will be shown in red on the statement (see example below)

 

Within the Accounts section

 

Click the provider statements tab and select view statements.

 

 

Locate required statement from list:

 

 

Within the Commands tab on the relevant statement click the Re-Process button.

 

 

For the Full Article on Processing Provider Statements please click here: Processing Provider Statements

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk