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XPM: Import relationships info into Financial Statements

Can the Directors, Shareholders and Shares held, beneficiaries, Trustees etc in XPM be available to import into the Financial Statements template so it can stop you having to create custom fields with this information to report on?

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Jason Smith shared this idea  ·   ·  Report…  ·  Admin →
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  • Saroj Parsotam commented  ·   ·  Report

    It would be great if we could get a "relationship' report, which lists all the Directors and their start dates, along with the Shareholders, their start dates aswell as how many shares each shareholder holds.

  • Saroj Parsotam commented  ·   ·  Report

    Hi we need a report which lists the 'relationships' in XPM, ie, Directors and Shareholders and how many shares each shareholder holds.