Report: Merger, Acquisition & Conversion

The Merger, Acquisition & Conversion reports assist AMS360 agencies who are acquiring or merging with an AfW or AMS360 agency by providing important data for entering beginning general ledger and customer account balances as of the merger date.

The Current, Advanced & Future Billing Re-entry Register report identifies important accounting items on the system of the agency being acquired that do not come forward with conversion and must be re-entered into the acquiring agency's system.

Report Selections

What is this?

As of Date

Option

What is this?

Current Date

Select this option to run the Merger, Acquisition & Conversion reports as of the current system date. This is the default.

Select Date

Select this option to run the Merger, Acquisition & Conversion reports as of a selected end date.

Enter or use the Date Picker to enter a date in the adjacent field.

Business Unit

Click the link to open the Business Unit Selections form and make your selections.

Report Type

Option

What is this?

Checklist

Print this report for step by step instructions on how to use the Customer Beginning Balances and the Current, Advanced & Future Billing Re-entry Register reports for your merger, acquisition, or conversion.

Customer Beginning Balances

Print this report for the Customer Beginning Balances by invoice that need to be entered by the acquiring agency.

See the Checklist report for instructions on how to use this report.

Current, Advanced & Future Billing Re-entry Register

Print this report for the current, advanced and future billings that need to be re-entered by the acquiring agency.

See the Checklist report for instructions on how to use this report.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.