Nº 471 January 11, 2019

ebroker: Mediator account reconciliation. Operative, search for settlements

The operation of processing a transaction integrates the data of the different movements in the system. Once the "Process" button has been pressed, we will answer the confirmation question and then it asks us about the existence of settlements already created in the system for the settlement period. That way it will take them into account to associate the records with them when processing the transaction.

If there are settlements to reconcile, we must indicate what they are, to do so, we are shown a screen with a range of dates that we must select.

 You just have to go to ...

 

Insurance services> Operations with receipts> Mediator account reconciliation