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  1. Elevate Support
  2. Accounting
  3. Bank Accounts

Bank Accounts

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  • Add a new agency bank account
  • Designate a client account
  • Client and office ledgers
  • Set clearance periods for various payment methods
  • Transfer money between accounts
  • Make a payment from a bank account
  • Record a receipt into a bank account
  • View a bank statement
  • Reconcile a bank account
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