Owner Statements

Status: Requested 4 Votes
Gale J
Dec 13, 2023 6:54 PM
Joined Nov, 2023 3 posts

We would love there to be a way to create an interim owner statement.  This way I (the accountant) can create the statements and have them reviewed prior to the owner being able to see them.  Right now, we have to disable the owner's access, create the statements, have them reviewed, then enable the owner's access again.