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Where can I see the full details of monies in or out of an account?

For a summary of money in and out, go to the platform and click on the ‘Money In / Out’ tab within your chosen client’s sub account.

For further details, click on the ‘Transactions’ tab, then the ‘Withdrawals / Payments’ sub tab.

You can also read our user guide on how to produce a transaction history showing the money in and out of a client’s account.

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