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Management Fees Reporting

I would like the ability to run a management fees report to show any staff that have processed a charge

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Insights Team shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminInsights Team (Admin, MRI Software) commented  ·   ·  Report

    The audit trail function will greatly assist in verifying the user name details, date on which disbursements have been entered etc. Currently this feature is not available and cross verification is not possible.

  • AdminInsights Team (Admin, MRI Software) commented  ·   ·  Report

    Would like to be able to report on the fees in Charge quantity management fees.
    What is in there, who created them, what fees have been cancelled before being invoiced, etc
    Currently not able to report on prior to processing of management fee invoicing.

  • Tyson commented  ·   ·  Report

    Disbursement charges do not appear on the audit trail report and we need to know who has processed the charges. Please add this functionality.