New UI - bank statement analysis screen

Owned by Fiona Hardy, created
Last updated: May 01, 2024
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.183

As part of the on-going new user interface (UI) project, the bank statement analysis screen has been redesigned to bring it in line with previously redesigned screens

From Lettings/Rentals, Block or Trust Accounts menu:

  • Click Reporting and Analysis and select Bank Statement Analysis

  • The screen displayed uses the new UI format

    • All existing functionality exists but with a refreshed look and feel

    • The previously available Search button has been removed as it is no longer required to update the list - instead, the list will automatically update when changes are made
      e.g. when entering a date range, clicking into another field will automatically refresh the list

Bank Statement Analysis screen.png

For more information on using this screen, click here:
Bank statement analysis - locate a receipt/payment

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