How to Access Balance on Client Trust (office) Report
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Created by: Linah Lugalia
Modified on: Wed, 2 Jun, 2021 at 2:21 PM
Steps:
- Log into the system
- Go to Office Administration module
- Under Transactions Payments/Transfers section click on the “Balance on Client Trust office” link
- Fill in the (transaction period) in the pop out form
- Click on the “Submit” to view the report
Linah is the author of this solution article.
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