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When reconciling the trust per T/S to accounting records it would be helpful to easily run a report of the current trust balances by client. Currently you have to use the trust report in excel and make modifications for a simple list. It is a pain.
How often would you use this request?
Weekly. |
I need this as well - right now I have to print the replenishment screen (which doesn't print everything due to the way the headers are set up) or export and edit in Excel. I have to print this monthly for my timekeepers. Just add a button to print (in printer friendly format) next to the button to export to Excel and that would solve my problem.
This is also a requirement for monthly bar reporting in our state,