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Status Potential for future consideration
Created by Guest
Created on Jan 18, 2024

Deposit Report - Sort by Payee

Currently the deposit report can be sorted by most columns except for payee. It would be super helpful to be able to sort deposits by name so we can quickly see history on payee. As of now, must download and export to Excel.

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  • Guest
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    Apr 1, 2024

    When running the deposit report, select the option on the right to sort by Payor By Date Subtotal on Payor