• Overview
  • Setting up a client
  • Maintaining a client
  • Transactions
  • Closing an account
  • Reporting
  • System administration

Transactions

  • The transaction details, once entered, can be altered, deferred or cancelled at any time before submitting to the bank
Screen shot of Clients' Monies Service system, depicting the Transaction History window
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Contact your relationship manager to apply for Clients' Monies Service

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