Revenue Share Audit Detail CSV Export
Unlike the Admin Fee audit detail, the Revenue Share Audit Detail does not export as a CSV file. Instead, it gives a page that is much less friendly for providing to auditors. Please give us the option to choose how the Revenue Share Audit Detail is pulled out of the system, specifically, a CSV file.
Mark Bejcek
shared this idea
Revenue Share: Added the ability to export the audit details for a revenue share transaction. This export will be a .csv file and be based on the calculation dates selected for the revenue share.
Things to note: If revenue share posting date is in the same time frame as the calculation dates, users can use the export prior to posting to preserve fund balances for audit records.
- Resources:
- Run Revenue Share
- Account Actions
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Anonymous
commented
Our auditors want this report every year, and they hate that it must be cut and pasted into excel. Would be much easier if we could export.