Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.
Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.
6
votes
Hayley Benedict
shared this idea
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Renee Atkinson
commented
I agree!
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Elisa Harris
commented
100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.
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Tiffany Blatchford
commented
I agree! All fields should be accessible for reports
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Hannah Sheppard
commented
Second this - this would be very handy to have.