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Client Configuration

Use the Client Configuration window to add clients who outsource accounts to your organization, and configure the client settings. You can also import and export data for a single client. For more information, see Import Files and Export Files.

Related Topics

Add a Client

Configure General Client Settings

Configure Account Placements

Configure Pending Recalls

Configure Final Recalls

Configure Close Status Codes

View Client History

Configure Statuses and Notes

Configure Payments

Configure Requests and Responses

Configure Letter Work Efforts

Configure Note Work Efforts