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Status Under Consideration
Created by Guest
Created on Jul 3, 2024

Create a Bank Definition Status - "Historical"

A 3rd status for bank definitions which would be helpful for transferred clients. These are clients that were transferred to the firm which have all of the old transactions and bank definition information with the previous firms chart of account being used. The firm will then create a brand new client with the same bank account and then have issues with entitlements going to the old client code. We could eliminate that issue if we had a status like "historical" where all of the bank data will not go to the "-old" client but to the newly created client code with the current firms chart of accounts.

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