Workpapers - Option to Group Shareholders' Current Accounts by Shareholder
In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.
Darcy Kennard
shared this idea
Thanks for letting us know how we could further improve new Workpapers for you here. 🙂
Can see how you found this feature useful in Classic workpapers and we'd like to see the support for this in new from your idea here.
Welcome to share the idea with any colleagues that would find this useful so they can add their vote, too. I'll be sure to update of there are any plans made to group accounts by shareholder.
