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Status Duplicate / Existing Functionality
Workspace E-Closing Core
Categories Enhancements
Created by Guest
Created on Sep 19, 2023

Bank ledger - add option to SAVE TO E-CLOSING FILE

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.

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  • Admin
    Alyssa LeMay
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    Sep 19, 2023

    Hello

    You can do this by generating the Check Register report from the Escrow Accounting Menu. Generating the report from the screen simply opens the report up, and we are trying to reduce the clicks on that page. Again, you can save it by generating from the Escrow Accounting Menu.

    E-Closing