Atlas Financial View Download

MoversSuite supports the Financial View Download from Atlas into MoversSuite and it is available to download. This Financial View is considered the final statement from Atlas, whereas the Pre-Financial View (PRV) is considered the estimate.

 

Any agent that can queue the PRV download can queue the Financial View, as well. Additionally, Atlas can make the appropriate configuration to send revenue associated with just your agency (instead of revenue from other agents). Contact your Atlas representative to learn more about the download process and the configuration options available to you. 

 

The Financial View appears under a date and timestamp similar to the way the current PRV displays within Revenue Import under the “Atlas Revenue” category. A future enhancement to MoversSuite will allow you to distinguish between the PRV and the Financial View (refer to MOV-7476 for this development request).