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Statement Request
J
Jackie Guzman
Please add statement request ability in the account reconciliation section
February 2, 2026
J
Janet Cram
Instead of manually adding recurring questions? Similar to the way the W9 request works, right? That would be cool!
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March 3, 2026
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C
Cortnie Fetzer
I think a recurring template option would’ve so nice!
2 likes
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February 10, 2026
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