Month End Close Client Tasks
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Ellen Anderson
I'd like to be able to share uncategorized transactions and 1099 requests to different client contacts. Currently they go to all contacts selected in settings and you cannot select the specific contacts that need these requests.
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H
Hikaru Karube
This would be wonderful! I'd love to be able to assign different transactions to different client contacts - with some automation rules i.e. txns on Card X go to this contact etc. But I'm not sure how it works on the client side - would that mean a unique view for each contact? Maybe it would just filter the view - and the client could choose to view all or just those assigned. The default contact should probably still get the unfiltered view.