XPM - Report on Fee from Refund Field
Enable reporting / export for the 'Fee from Refund' field under Tax under the Tax and Company section in clients.
The other fields in the ax and Company section are available in the Client & Contact Report Builder, however this field is overlooked. I understand that there is a 3rd party request to have this field included in the Client API.
10
votes
Andrew Inglis
shared this idea
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Paddy Beeraka
commented
Just do it
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Billie-Jean Higgison
commented
This report would be really helpful for administrative time saving.
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John Back
commented
There is now way to know which clients have this ticked, so if circumstances change, we can't identify them.
I cannot imagine this is a big program change, so should be done as a priority.