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Generate provisional statements

Navigate to the client detail record and find statements on the right-hand side.

View the list of existing statements for the client. Additional statements can be generated by clicking the add button in the top bar.

Pick the client portfolio and time frame.

Generation of the statement can take several seconds as the data needs to be processed.

Still stuck? How can we help?

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Updated on October 12, 2022
Approve statements

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