Customer Administration

Set up the data your team needs before review starts.

Define the columns your exports should use, keep client reference lists current, and make imported statement data easier to clean up.

Workspace

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Dashboard

Transaction Layouts

Choose which columns should appear for each transaction type. If a column should use a reusable list, create that list below and then select it from the data type dropdown.

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Reference List Types

Create and maintain the reusable reference list names your transaction layouts can point to.

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Clients & Accounts

Manage clients, their accounts, and the client-specific values used by your reference lists.

All Clients

Select a client to manage its accounts and list values, or use the pencil to edit details.

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Client Accounts

Create, update, or remove the selected client's accounts.

Client Reference Lists

Edit the selected client's values for each reusable list.

Choose a client to view its reference lists.