A submission will only be required when requested to do so by Barclays. If you wish to use this method to regularly submit your Management Information to us, please let your relationship management team aware of this.
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- How do I upload?
- Is this something that I need to complete monthly and maybe with or separate to my Month End Reconciliation?
- What happens if I reconcile my accounts again after the submission has been made? Can I submit again?
- Can I submit my data anytime or will I receive reminders?
- What happens if I change account packages? Will this still work?
- What do I need to upload data?
- Should I be taking a backup of the system before uploading?
- What happens if the upload doesn’t work?
- How will I know that Barclays have received my data?
- Will my systems be out of action while using the service?
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