Workpapers - Pull through bank account name and partial account number
It would also be useful if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
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Hi team, this idea has been created off the back of this earlier idea raised in community.
Although this isn't in our direct plans right now, we're keen to better understand interest for this directly so we can consider in future planning.
If there is any progress we'll share an update here.