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      Client Finance Details

      The Client Finance Report is an extensive report available that provides the following client information based on the criteria selected:

      ·        Financial Details

      ·        Banking Information

      ·        Trading Agreements

      ·        Linked Clients

      ·        Invoice/Statement Details

      ·        Nonlinked Clients


      Authorised Users can access the report by selecting:

      Reports > Client > Client Finance Details