Revised:  12/03/2013

Client Activity

Go to Inquiries>>Client Activity

Rep Payee Inquiries

This program is used to view account activity for a selected client.

Header

Client Number

Enter or select a Client Number to view the activity.

Last Name, First and M.I.

When a valid client is selected, the name information will populate.

Report View

The inquiry screen shows the following information:

• Transaction Code

• Description

• Date

• Income

• Expense

• Balance

Sample Report: