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Click on sections to view more details.
Select the type of entry and fill in the date and amount as appropriate.
It is not possible to edit existing details if all or part of the amount has been matched to another entry. Un-match the amount (use the Match option to un-match) before editing the details.
When editing an existing client account entry, the screen will show when the entry was made and whether it is a system entry or a user entry. A system entry is one inserted by IRIS.