Client Account Reconciliation Improvements | DezRez Property Management

4 March 2026

Client Account Reconciliation now shows more transaction details

What’s new

Additional transaction details are now displayed on the Client Account Reconciliation screen to help identify transactions more easily.

The reconciliation view now includes:

  • Client name

  • Bank account number

  • Sort code

  • A reference number column

What this means for you

You can now more easily match transactions in Property Management with those in your bank account. This reduces manual checking and helps minimise the risk of mistakes during reconciliation.

Where you’ll see it

In the Client Account Reconciliation screen within Property Management.


Also included in this update

We’ve also made a number of behind-the-scenes improvements to deposit handling and transaction reversals to improve reliability and reduce the likelihood of errors when managing account transactions.

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