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This guide has been reviewed against our global client base and classed as relevant to UK only

This article explains the process to follow to view a breakdown of all money held in the client account

From the main menu

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  • Click Lettings, select Client Account Reconciliation and then Excel Breakdown

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  • Image Added

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  • Tabs across the bottom of the report break down what money is held and by who

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The process to follow to view a breakdown of all money held in the client account