To view clients’ account status, click on the account details link under Client Settlement and select;
  1. Start date
  2. End date
  3. Account
  4. Transaction type
  5. Transaction direction
  6. Click on the button labeled ‘Pull Data’
You can export the result on the data-grid to excel by clicking on ‘Export to Excel’ at the top left of the datagrid.
  • Click on the more button at the right hand side of the grid
  • A message box with the transaction details will pop up, on the message box.

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