History & notes - chart of accounts
It would be great (if not already available - I can't find it) to get an audit report whereby we can see changes made to a set of accounts after they have been submitted.
3
votes
Debra Anderson
shared this idea
Hi team, we're currently working on an update to the History & notes report that will allow users with the Adviser role in an organisation the ability to view the account when there has been a change to the Name or Type of the account from the report, without having to click into the line item.
I'll return to share once this has been released.