automatic follow up notes when moving suspense to a general ledger account

Sometimes funds are pushed to premium income, over short, claims or cash surrender account, and often times the question is asked where did the money go? It would be helpful if when the general ledger is selected and funds are pushed or pulled from an account that a follow up note generates stating who did it, the amount, the account number and the message typed.  This would prevent us for waiting until the daily runs to find out what happened or trying to figure out when funds were moved. 

  • beth milam
  • Feb 20 2017
  • Shipped
I need it... Not Sure -- just thought it was cool
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