Run a report on outstanding & mismatched transfers/refunds & be able to export the report
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
34
votes
Petina Bullas
shared this idea
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Babs Bright
commented
to save time and interruption to workflow
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Lindsay Baine
commented
not important for me