Ideas & Suggestions

End of month balance report

Grant's end of month report he uses for the Direct Debit run, can this be setup so users can do this export themselves.

  • Paul Balmont
  • Jun 13 2017
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  • Alex House commented
    June 13, 2017 13:50

    Hi Paul,

    This has been on the cards for a while now, but as it is a custom report there is no sensible place to keep it in the admin console. We were holding off on implementing this type of report until we had a dedicated "Reporting" or "Analysis" type section/tool that could collate common reports such as those mentioned.

    This is very similar to TRIPIQ-I-87 as well.