Shared Transactions Report
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Amanda Aparicio
Create a report in the Month End Close tool that lists out all the transactions that have been shared with the client, so that
- I have visibility into what my client has in their portal
- I can more easily manage questions and responses
- I can track what is still outstanding because I'm waiting on a client response
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Amanda Aparicio
Quick question to folks on this post! We added the Shared Transactions report to the "Transaction Review" section.
- Does it make sense in that section? Or should it be in its own, new section altogether?
- If it is a new section altogether, what should that section be called?
Thank you kindly!
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Amanda Aparicio
marked this post as
complete
This is now available!
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Amanda Aparicio
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