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Created by Janelle Rose
Created on Aug 10, 2022

Report for Checks Applied

Suggestion from Petrea/Cashiering/Treasury

Problem: Current report does not capture all desired fields for Cashiering/Treasury department.

Requirement: Need a report to generate for all checks applied in the system. Report is used to balance the deposit, so the following criteria is needed on the report

  • Policy number

  • Insured Name

  • Check number

  • Check amount

  • Date check was applied

Need to verify with Petrea/Cashiering/Treasury if any additional fields are needed for the report to ensure we have a conclusive list.

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  • Sam McClain
    Reply
    |
    Aug 20, 2022

    Additional idea related to this:

    Suggestion from Kami Deppe - When checks are applied in FAST can a spot be included for the check number? This would greatly help reduce the amount of times the wrong check is pulled in error.