For entities with social service programs, Representative Payee is ideal for organizations that manage multiple custodial/trust accounts. Through robust reporting, automation, and fully customizable workflows, we deliver valuable tools designed to strengthen your individual relationships.
Here are some of the capabilities of the Representative Payee application:
- Combine individual accounts into one or more physical bank accounts
- Manage client balances separately and generate individual client statements
- Generate revenue, expense, and balance sheets for each client, showing all activity and current balances
- Set controls to prevent overspending
- Automate the process of receiving cash from the bank and applying it to individual client accounts
- Reduce repetitive entry by setting up recurring cash receipts for monthly support payments.
Because client service is our top priority, we offer a monitored support line. All technical support requests can be sent to assist@BrisCon.com.
A professional valuation is essential for manufacturing business owners considering a sale, applying for financing, or conducting estate planning, as it provides a more accurate picture than simple industry formulas.
Is your organization prepared to discuss year-end strategy?
What is AP automation, and how could it benefit your organization?
