We’ve had a partner request to be able to review the company details before we send out the annual reviews and I’m trying to work out the easiest way to make this happen. I know that there is the supervisor review function when emailing to the client but I know he’d much rather flick through a 20 page PDF rather than click and open each email individually.
In the old desktop CAS, when processing annual company statements we previously could tick a list of the companies and export the comparison reports as a bulk PDF- does anyone know if there is similar capacity in CAS360?
If anyone has any suggestions or can highlight an existing report that will allow me to do this I’d appreciate the assistance.
Even if instead of on the Reviews screen we could do it from the Companies->Annual Reviews Alert-> Received or Upcoming, this would allow me to share this the week before they hit and allow any pre-housekeeping to be done where necessary.