Create a spot on the client contact screen to blotter checks received.
It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.
Caryn
shared this idea
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!
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T. Newquist
commented
Or... modify the existing transaction fields:
Trade Type > Rename to "Transaction Type" > Field options: Buy, Sell, Deposit, Other
Trade Date > Rename to "Transaction Date"
Add document upload link to add scanned check copy (which we are required to retain) or written instructions from client. -
T. Newquist
commented
the Transaction record functionality could also be a useful place to log check receipts and run blotter reports. Possibly a Transaction Record Type option could be added eg: Trade, Check receipt, Other..