Add Recats Column to Workflow Report
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Josie Kennedy
I understand that the Transactions column is available in the Client Dashboard, but we also need to see it in our specific assigned Workflow screen. It would be helpful when looking at our assigned group of clients versus having to view ALL clients that we are not responsible for. Can that option be added to our Workflow reports too?
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Amanda Aparicio
Josie Kennedy, we're actually working on implementing more Month End Close reports (e.g. Transactions without Payees, Transactions over a Certain Amount, etc.) and with this enhancement, we currently plan on adding a way to see which projects have the Month End Close reports built-in. See the post here!.
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Josie Kennedy
Would love an update on this...just had a team call on Monday and all agreed that the option of adding the Transactions column to the view any pending Recats to the Workflow report would be extremely helpful.