Database Report Filter for Direct Deposit Banking Information
Submitted by KYoung on 12-11-2024 03:40 PMPlease 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.
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