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Financial Statement Styles - Client Specific
Merged
Have the ability to make report definitions in the financial statement styles be client specific, so that that style does not show up globally. An example would be that a style needs to be set up for a specific group/client, but it will not pertain to any other clients in the firm. As the template can be used by other clients, the style should be able to be made client/group specific (just like with saved reports).
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MERGED
Financial statement style - applied to client, but no way to delete from client
When creating a new financial statement style, you must "apply" it to the client in order for it to appear in the Choosing Template drop-down in the Financial Reports for that client. There should be a way to delete the choice from either the clie...
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Potential for future consideration