Revised:  12/03/2013

Client History

Go to Inquiries>>Client History

Rep Payee Inquiries

This program will display client history for a selected client for the month/year selected.
 

Header

Client Number

Enter or select a Client Number for the inquiry.

Last Name, First, and M.I.

When a valid Client is selected, their name will be displayed.

Month Selection

Month and Year

The month and year defaults to the current period.  Another month/year combination may be selected to view a selected client's history information during that time.

Report View

The following information will be displayed for the select client/month and year:

• Code

• Description

• Date

• Income

• Expense

Sample Report: