Audit Log for Uncategorized Transactions
L
Lauren Call
It would be very helpful for both our internal team and clients if there was an audit log or trail of when transactions first were sent to the clients, when automatic reminders have been sent out, and when clients or the team make updates to the transactions.
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M
Megan Rae
i have had clients say they have uploaded documents and categorized transactions, but it doesn't show. It'd be nice to have a way to see if they tried to do that.