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December 11, 2024
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Database Report Filter for Direct Deposit Banking Information

Related products:Lacerte
  • December 11, 2024
  • 0 replies
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Please consider adding an option to generate a database report filter showing the bank information for direct deposit clients, especially the routing number and/or bank name. We often deal with local bank mergers/buyouts and changing routing numbers. It would be nice to be able to generate a report showing all clients with "X" routing number to know whose direct deposit information needs to be updated when a bank changes their routing number or name.