Find and request a missing statement
Every plan4 steps. The exact dates you're missing, and a request your client can act on.
Drop in what the client sent. Each statement's opening and closing balances are read as it's checked.
The timeline hatches any month no statement touches, and Continuity, under the table, counts the breaks between statements.
Ask the client for it writes the request for you, naming the dates and balances. Copy it, or Open in email.
On Firm, Add an upload link puts a private link in the request, so the client sends the statement straight back to you, encrypted.
Try it with your own statements
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