Adding custom Attachment Category within Bank Account page
Summary:
The client requires an additional 'Attachment Category' to be included within the Bank Accounts attachments page. This custom category is needed to gather an additional Compliance Form needed over and above the Bank Letter, etc.
Further, as part of audit compliance, the client needs some kind of reporting capability based on that Custom Attachment Category against each Bank Account.
Kindly refer to the below screenshot for further details:-
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