Account Enquiry

Account Enquiry



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This tutorial focuses on the Account Enquiry feature where you can view transaction activity across your clients bank accounts.

Full written guidance on the fee calculation process is available here and the tutorial covers the following key points:
  1. Balance of transactions as at the selected data
  2. Selecting a account to view 
  3. Filtering reconciled, unreconciled and cancelled transaction by Account Type
  4. Pagination and sorting transactions by column heading 
  5. Exporting transactions to MS Excel. 


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