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Can you create a custom report binder or modify how the report binder is generated?

edited Apr 9, 2024 4:17PM in Account Reconciliation 1 comment

Summary: We have a client who is requesting to modify what is generated in the report binder. They want to exclude some information that may not be necessary for their reconciliations/auditors. Or if possible, change how the information is presented.


Content (please ensure you mask any confidential information): Some items that are generated in the report binder may not be necessary for them and create extra noise on the finished rec pdf. For example: Auto Reconciliation method when no method has been selected, Age limits when no age limit has been set, full reconciliation history on low activity accounts, transaction detail broken out into separate boxes.

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