Sometimes we want to drill down into the details. Other times, we want to take a step back and look at the big picture. These two reports do that. The Account Report summarizes the transactions for all accounts in the case. The Cross Account Transfers summarizes the inter-account transactions that we saw in other reports.
Press & Blog
Learn About Florida Entrepreneur Barbara Steinberg
06
Sep
Prior to launching Excelerate Technology, Barbara Steinberg spent a good portion of her career working in the elder care business. After watching an employee perform an extremely manual and repetitive operation, she set out to find a more efficient technology-based solution. She discovered a software company…