Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Yes! We also need to be able to print the beneficiary report without the balance.
Suzanne Rodriguez commented
I do know that if you unclick the closed account box on the accounts page, they will not show up on the bene report. the other things you would have to manually edit since this is a manual system.