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Product Ideas

Reconcile accounts: Attach hard copy bank statements

Ultimate Partner

1,690Posts

298Kudos

128Solutions

1,690 Posts
Ultimate Partner
Australia

I'd like to see availabilty of a client's statements, for advisors, included in a future
upgrade - e.g. a a copy of the electronic bank statement being stored alongside
the client's file, or an option for a client to pre-approve their advisor to
download statements, in their 'advisor authorisation' screen. Kym Yeoward
Darwin M 0428 405 499 5May2013

"Bank statement download facility for LiveAccounts Advisors"

Current Status: Archived
Last Changed: May 2021

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages