Report on money held in the client account (UK only)

Owned by Nicky Minnock
Last updated: Jul 18, 2022 by Fiona Hardy
1 min read

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:

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

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

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