Guide update July 2023
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Support video
General Client Account Manager Overview
(► 10m:29s)
"How-to" videos
How to Manage Users on Client Account Manager
(► 1m:18s)
How to switch off Dual Authorisation on Client Account Manager
(► 1m:12s)
How to add Clients and Client Accounts
(► 3m:01s)
General Navigation within Client Account Manager and how to Extract Data
(► 2m:03s)
How to Run a Report
(► 3m:03s)
How to Set-up Auto Allocation Rules to Manage Funds using an Exception Account
(► 2m:05s)
VA to VA Payment File Mapper
(► 4m:23s)
How to Bulk Upload Client Account
(► 4m:53s)
How to Close Client Accounts
(► 3m:54s)