Trust Reporting- Vesting Date etc

CAS 360
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#1

Hi,

We’ve been loving the new trust functionality (especially the documents tab!) and are just going through starting to add all of our trusts etc.

In adding the vesting details we’ve found a couple that are nearing expiration. Are there any plans in the works to be able to run a report showing these sorts of key dates? (Or does it already exist and I haven’t found it yet!)

Cheers,

Bianca

#2

I have also previously requested this feature, as we have the same problem - that is, Trusts getting close to vesting date, but no way to report on them.

One would think it would be an easy fix to add this field to the Trust Listing report!

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