Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK

This article explains how 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 money is held and by who.

Filter by label

There are no items with the selected labels at this time.

  • No labels