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jeffpinkney
Level 2
September 5, 2025
New

Allow more keywords regarding electronic payment in the client letter

Related products:Lacerte
  • September 5, 2025
  • 0 replies
  • 2 views

The ability to have a keyword for the Bank Name and maybe the last 4 digits of the account number would be helpful to add to the Client Letter. This populates on the Financial Transaction Summary but it would be nice to have that right on the client letter for clients to easily check.

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