About myAvatar CFMS

The myAvatar Client Funds Management System (CFMS)  allows you to create and maintain consumer bank accounts and track consumers' personal finances. These accounts are maintained for clients to provide the funds for non-service related expenses.

myAvatar CFMS provides automatic real time account balancing as well as the capability to define recurring credit and debit transactions, funds hold requests, and  account statements for consumers for account reconciliation.

myAvatar CFMS includes several core reports. Examples include detailed account ledger, check/receipt report, closed accounting period report, report of holds, and account summary which can be rolled up for agency bank reconciliation.

CFMS Reporting

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• A

  • Account Registration Inquiry
  • Account Summary - CFMS

• C

  • Check Receipt Report
  • Client Accounts Inquiry
  • Closed Accounting Period Report
  • Closed Accounts Inquiry

• D

  • Detailed Account Ledger

• I

  • Individual Transaction Upload

• P

  • Print Account Statements

• R

  • Report of All Account Balances
  • Report of Exceeded Max Balances
  • Report of Holds
  • Report of Transactions Posted