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Status Under Consideration
Created by Guest
Created on Apr 7, 2025

Report Automation - Levels Customization

Have the ability to choose which entities and reports will have levels. Currently if you are including levels in Report Automation, it is the same across the board on all clients. Example - Choosing Level 1 with a report template that includes the Balance Sheet, Income Statement and Ledger, but the user only wishes to have levels appear on the Income Statement for specific clients within that list/group.

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