Base WO1-WO0 Merge Codes

• Includes all clients
• Does not include inactive closes or paid in fulls (PIF) accounts
• Letter code must be set up as a linked letter
• Can be use with S09 or S17 to give total of all linked accounts

The data supplied is:

CLIENT NAME, CLIENT ACCT#, LAST TRANSACTION DATE, TOTAL ACCOUNT BALANCE

keywords: kbase merge codes