Separate individuals can be linked into a single living expense report. This can save time and effort. But this can mean the new version of the report contains duplicated accounts and transactions.

This can happen when 2 parties i.e. applicants a. and b., both have shared accounts. If they both complete separate statement requests, we will pick those shared accounts up twice normally (there are some exceptions to this i.e. where you allow your clients to restrict the sharing of accounts and they dedupe the list of accounts for you).

Check out the video guide above for more information.