Report Codes - Custom or more User defined
We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.
Zoe Giles-Jones
shared this idea
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Jase Austin
commented
We need to make sure all information that is given to us. We had information that will support that.
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Tajir Mohammed Yusuf
commented
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Blake Walsh
commented
We would like more report user defined expense report mapping rather then just stopping at 5, it cant be that hard to just add say 10 more for better customisation options, you either will or wont use them but atleast theres a choice to expand...
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Anne Topham
commented
Also need to be able to report in accordance with NFP Tier 3 requirements - currently the reporting in the templates doesn't support this.
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Franca James (GT Admin)
commented
In order for us to build financial statement templates to produce financial statements at a consistently high standard and quality for all of our different clients of various types, size, industries and circumstances, it is critical to increase the number of report codes. We are very limited currently which is causing risk and efficiency issues.
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Grant Thornton National
commented
The ability to edit the name of these additional report codes is critical!