To view clients’ account status, click on the account details link under Client Settlement and select;
- Start date
- End date
- Transaction type
- Transaction direction
- 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.