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Durell Marketing Knowledge Base Durell Marketing Knowledge Base
  • Home
  • Software Support
    General Brokers
    General Settings
    Financial Advisers
    Contract Enquiry / Commission Download
    EDI (Applied Sytems
    Outlook Addin
    Templates / Documents
  • Schemes support
  • About

Category: Accounts

  1. Home
  2. Software support
  3. Accounts
  4. General Brokers
Insurer Reconciliation
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General BrokersSoftware support

Insurer Reconciliation

Select the Accounts icon from the main Dashboard upon logging in to Durell.  From here, select the Cashbook as all Reconciliation will take place here.  To set up a new payment to a General Insurer, select the blue snowflake (in the...
14 August 2023
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Client Reconciliation
eric
General BrokersSoftware support

Client Reconciliation

Select the Accounts icon from the main Dashboard upon logging in to Durell.  From here, select the Cashbook as all Reconciliation will take place here.  To set up a new payment from a client/Finance source, select the blue snowflake (in the top...
14 August 2023
Read more
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