Public Security Sale Details Available for reporting
Include the sale detail fields available on the public security report.
Auditors want to see the audit trail of reciept, gift value and proceeds. The current report options do not allow for a report that shows the sale details
Wendy Ponting
shared this idea
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Becky Schroeder
commented
Yes, our auditors also want one report that includes all the public security information including gain/loss.
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Susan Lotreck
commented
I had assumed this type of report existed already in Community Suite and recently learned that it does not. Auditors request this report to show all of the above in addition to the realized gain/loss on the stock sale.