New Banking/Cashbook Report
Would it be possible to introduce a new report or add to a banking sheet showing the cash transactions, the person who receipted the cash, the person who processed the banking, the person who actually banked those cash deposits and the bank account details.
We are told by DFT that we are in an introductory/educational phase of the implementation of the reforms. After 6 months (from 23/3/20) we are told DFT will be enforcing these guidelines. I imagine a new report to satisfy and benefit that part of the compliance obligation on Trust account procedures would assist many, if not all, of your clients.
Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
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