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30 votesAn error occurred while saving the comment 
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11 votesAn error occurred while saving the comment  Carol Wilkinson
    
 commented Carol Wilkinson
    
 commentedThis seems like such a fundamental feature for batch payments - automatically populating the Particulars and Reference fields that will be recorded in the payee bank statements.  Carol Wilkinson
    
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6 votesAn error occurred while saving the comment  Carol Wilkinson
    
 commented Carol Wilkinson
    
 commentedVery basic function that has been removed - would be great to have it back again. Much easier for the clients!  Carol Wilkinson
    
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3 votes Carol Wilkinson
    
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36 votes Carol Wilkinson
    
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7 votes Carol Wilkinson
    
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12 votes Carol Wilkinson
    
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8 votes Carol Wilkinson
    
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22 votes Carol Wilkinson
    
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17 votes Carol Wilkinson
    
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43 votes Carol Wilkinson
    
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6 votes Carol Wilkinson
    
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56 votesAn error occurred while saving the comment  Carol Wilkinson
    
 commented Carol Wilkinson
    
 commentedWe shouldnt need to have to vote on something so necessary, it should be in place already! agree it is very time consuming when customising report layouts  Carol Wilkinson
    
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           · Carol Wilkinson
    
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65 votesBack with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs! As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates. While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.  Carol Wilkinson
    
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           · Carol Wilkinson
    
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I run mthly management reports for my client and having the Opening & Closing stock as a total Mvt instead of the actual Opening & Closing is very unprofessional - is there a work around for this?