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 community, pleased to share that dynamic group headings have now been fully rolled out to all practices.
As noted in my last update you can choose whether a group heading uses static text or a Report field.
When Report field is selected, the heading will be populated dynamically and updates automatically when the field value changes, meaning you no longer have to update your beneficiaries manually each time. 😊
Thanks for your feedback here.
