Completed
0% (0/0)
Matches: 0
Mismatches: 0
Empty: 0
➕ Add a carrier Safe add • blocks duplicates
Saves per device/browser (localStorage). CSV export is the easiest way to share/backup.
| Done | Carrier | Status | AgencyBloc | Bank | Match | Where | Notes |
|---|---|---|---|---|---|---|---|
| Totals | $0.00 | $0.00 | Red rows = mismatch • Green rows = match | ||||
Staff Instruction Card (quick)
Pick a month → enter AB + Bank → fix mismatches → mark Done → Export CSV
- Select the Month (each month is separate automatically).
- Enter AgencyBloc and Bank amounts.
- ✅ = match (green). ⚠ = mismatch (red). … = only one side entered.
- Check Done when verified.
- Export CSV to share/backup (recommended).