Page 38 - Sales and Operations Handbook for Managers.pdf

If the cash amounts are not matching in Insurance Pro, go

back to the Financial Report. Filter the excel report to

show all cash payments. Pull the file with all the cash

receipts from the prior day to match all the receipts with
the listing in the excel sheet. Add the discrepancy amount

to the Error Log for DSM to make the correction. Make

sure to reach the DSM and message them about the

amount.

Verify all amounts are matching. Go to Insurance Pro->

Operation PDF Reports-> End of Day Report Advanced

PDF-> to download End of Day overview report.