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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK only |
This article explains how the process to follow to view a breakdown of all money held in the client account
From the main menu, click Lettings, select Client Account Reconciliation and then Excel Breakdown:
The tabs across the bottom of the report break down what down what money is held and by who.
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| Related issues The process to follow to view a breakdown of all money held in the client account |