Portfolio reporting
Follow payments and exceptions across the accounts you service.
Work from reconciled records
Build a view of incoming payments, unmatched credits and items awaiting review. Keep the source available when a number needs explaining.
Make ownership clear
Assign review items and agree on the reporting period. A recorded decision should be traceable to the payment and account it affects.
Track the portfolio
Track payments and exceptions across your portfolio. Bring the records your team needs into its regular review and reporting process.
Talk to the team.
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