Financial Reporting - Trust Beneficiary Header Update Automatically
In the financial reports, the Beneficiaries header shoudl be able to be updated automatically with the name of the beneficiary.
Having Beneficiary 1 there and having to edit it each time a report is generated is a complete waste of time for something that should eb automated.
Editing individual reports not only wastes time but also increases the risk of errors in spelling or having a standard naming process across a business.
Have raised this with support and its not available. Seems like it would be a pretty simple fix and something that should have been a standard implementation.
Brett Ruff
shared this idea
Hi team, we'd like t share some work that is underway that'll solve the need here. We're developing dynamic report group headings, that'll allow practices to drive financial report group headings from dynamic report fields.
Once released this'll mean names like directors and shareholders will stay accurate without you needing to manually edit each year.
I'll round back to confirm once this is live. 🙂
