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Status Under Consideration
Created by Guest
Created on Dec 16, 2023

Vendor (and Bank) lists formatted for export

The existing reports are formatted in a way that doesn't make them useful for exporting in order to import elsewhere. When it becomes necessary to consolidate multiple sites or a client goes to an org/firm without AgilLink, it would be most useful to have a highly efficient .csv download of the basics similar to the tools for importing to AgilLink from legacy

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