2015 On-Demand Client Statement

[Debbie Brosseau]

CLIENT: Jason Huff
ORGANIZATION: GENOV
STATUS: Evaluated

REASON TO ADD TO THE TOPIC: Customers frequently request an (interim) on-demand client statement based on the charges accrued during the month, but before the end of the month when the period is closed and monthly statements are generated.

Clarification from client: Wants the ability to provide a preliminary statement for clients that displays the charges/pymts/adjs that have been generated since the last statement was generated – but prior to the official month end close – “pre-client statement”.
So when the outreach client calls & requests what “the charges are so far for this month” – the user can send them this document.

A report would probably work. Many times customers request a mid-month view of their activity (charges, payments, adjustments, etc) and we cannot currently provide.


SCC Response:
Degree of Difficulty: High
Estimated Hours: 40

This item was selected during the 2015 final vote for inclusion in the software.
GENOV-04176 created.
IFR-26073 created.