Clientcee CRMC
Clientcee CRM

v1.3.34 (Jan 29, 2026) Bank Accounts: track deposits, withdrawals and transfers

Pritam Das
Pritam DasFounder

You can now track your business bank accounts right inside ClientCee.

Manage your accounts:

- A redesigned Bank Accounts list and account detail page

- Change an account's status straight from the list, without opening it

Record transactions:

- Log deposits, withdrawals and transfers between accounts in a few clicks

- A full transaction history with a running balance after every entry

See your cash flow:

- A cash flow chart on each account shows money coming in and going out, based on your real transactions

Download statements:

- Generate a statement for any date range and download it as a CSV file

Proposals:

- The whole Proposals area, from the list to creating, editing and viewing, has a refreshed design with smoother date pickers, lead filters and status badges

shipped

Pritam Das
Published by Pritam Das