Confirmation.community | Can I send bank confirmations for a single client for multiple year end dates?

  Can I send bank confirmations for a single client for multiple year end dates?

Published:  09/30/2015


  Answer:

Yes. Once requests have been initiated for the client's first year end date, the user can send requests for the second year end date by simply selecting the "initiate" button and choosing a different "As of Date."
 
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