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Status Potential for future consideration
Created by Guest
Created on Sep 21, 2023

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Client Level Financial Styles

Financial styles are currently tied to a template client, having them tied to a natural client would make it easier to select the appropriate style without having to search through multiple styles that may not apply

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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 pertai...
about 2 years ago in  0 Potential for future consideration