Kayleigh Peterson

@greg-skidmorebelpointe-com Currently, the ability to run a second database would not work for historical conversions. We need to be able to line up the historical account to the starting values of the live downloading accounts, as well as map products and use the local pricing table that is in place. The merging of the two accounts is required to…[Read more]

@greg-skidmorebelpointe-com
When Orion reconciles accounts historically, we are reconciling to the live downloading account’s starting value and essentially reconciling the historical account backward down to a zero value. Due to the nature of how the reconciliation works, we cannot zero out accounts until they are fully reconciled, and it must be…[Read more]

When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business. Do you have a lot of accounts and clients that you are adding to your business; are you in the process of growing ? Are there parts of your business that you do not want on the Orion platform?

Below are some pros and…[Read more]

When debating pros and cons for how you want to handle new accounts, it’s important to consider what works best for your business? Do you have a lot of accounts and clients that you are adding to your business? Are there parts of your business that you do not want on the Orion platform?

Below are some pros and cons to consider when choosing your…[Read more]