Client Statement

sg1 · September 27, 2021, 4:14pm

I have upgrades to V5.3.17 and noticed a new feature is Client Statement. i can’t find how to setup. Any guide anywhere or where the setting are. Many thanks in advance,

hillel · September 28, 2021, 4:41pm

Hi,

Statements are available in the client portal, we plan to add them in the admin portal in a future release.