ClientLine 2.0 User Training - Wells Fargo
ClientLine – Reporting- Bank Deposit Detail “To generate the Bank Deposit Detail Report you will choose: 1. Sales/Funding 2. a. Activity Type- Bank Deposit 3. b. The Hierarchy if applicable c. Date Type- Funded Date (only option) d. Report Type-Summary e. Date Range within 25 months for summary data. ................
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