Report of Exceeded Max Balances

If you need to see which client accounts have exceeded the Account Maximum Balance you can use the CFMS Report of Exceeded Max Balances.
Note: The Maximum balance is set in the Account Registration form.

1. Go to: Avatar CFMS > Banking Reports > Report of Exceeded Max Balances
2. In the Individual or All Clients field:

• Select All Clients to generate a report on all of the client accounts.
• Select Individual Client to generate a report on a single client account.

2. In the Client ID field, enter a client name or ID number. Select a client from the list.
3. Click Process.
   The report contains the following information:

• Client Name
• Account Number
• Account Maximum Balance
• Account Balance
• Hard Hold Balance
• Amount Over Maximum
• Accounting Period Status