Leading the way
After further discussion with Ahn about the potential for tailored transaction reporting, he is interested in getting access to the new BTRS report and the DE List.
Click the 'CommSee Work Item Message (WIM)' button to see how we supported Ahn through the process.
The initial conversation
The Banker asked Ahn to send through a list of the bank accounts that he would like to be linked to the two reports. The banker also discussed additional filtering features of the DE List report.

Getting it right
The Banker created a CommSee Work Item (WIM) and attached the client instructions to enable access to the BTRS and DE List reports.

A great outcome
Access to different reconciliation reports was a great benefit to Advantage Real Estate.
Ahn utilised the extra information he was able to access through BTRS and DE List reports and was able to implement a more efficient reconciliation process within his business.
