Jina Horton

What would you like to learn more about in the world of reconciliation? Let us know what training material would be beneficial to you so you can better understand your data.

Orion recommends auto adding all your new accounts as it is easier to close accounts you don’t want than it is to create the ones you do and bring in back-dated files.

We also recommend reviewing new accounts that come in at least weekly, depending on volume, to ensure all required updates have been made (think about things like assigning fee…[Read more]

Let us know what your ideas are regarding future development for our billing products!

Let us know what training material we can provide to you that will help you understand the many billing options we have available and how to utilize those tools to their full potential.

Let us know what training material we can provide to you that will help you understand the many billing options we have available and how to utilize those tools to their full potential.

Let us know how you utilize the Forecast option in the Bill Generator during your quarter end process. Additionally, it would be great to hear of some suggestions on how we can improve the Forecasting tool for YOU!

We’d like to hear how the Bill Generator has impacted your firm’s efficiency and processes. Let us know what you love and let us know where we could provide some additional training to make the process even better!

We’d like to hear how the Bill Generator has impacted your firm’s efficiency and processes. Let us know what you love and let us know where we could provide some additional training to make the process even better!

We’d like to hear how the Bill Generator has impacted your firm’s efficiency and processes. Let us know what you love and let us know where we could provide some additional training to make the process even better!