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AccountRight

Email unallocated bank transactions to clients direct from Connected ledger

Partner

14Posts

38Kudos

0Solutions

14 Posts
Partner
Australia
New
New

To be able to email unallocated bank transactions directly from the connected ledger data file in excel format with a coulmn heading 'please make a note here what this payment/deposit was for'. The document should also note ' please return by email to ........( a specified return email address).

Most clients are not adequately accounts informed to allocate transactions independently.