Email unallocated bank transactions to clients dir...

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14 Posts

Australia

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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.

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Email unallocated bank transactions to clients direct from Connected ledger