Linking multiple requests is easy. To combine, open either client's request and click the Link Applicant Request button highlighted below.
Type in the name of the other request and it will show in your list.
Once selected just click the link button.
You can now download the Living Expenses Analysis with both requests included in the one report.
If you'd like to remove the Linkage, simply click the Remove button next to the client's name.
Removing duplicate accounts
When linking multiple requests together, you will need to check for duplicate bank accounts and hide them away. Duplicate accounts occur when the separate requests you link contain the same accounts.
The image below shows the button you can use to mark an account as visible/invisible in the expense report. Once accounts have been hidden you will need to download a new copy of your report to apply those updates.
