Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Please have the option to export the Investment report in the format where the investments are located in columns and line items are in rows which is more universally acceptable for all accounting firms. |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
this report can be linked to any program that tax accountants are using. |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
All client/prospect types. |
How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Take existing report and transpose it. |
Could you please specify where it exists? The only option to export investments is to use Standard row template
This would be extremely useful!!