Ideas & Enhancements

Turn off DTF requirement in firm preferences

It used to be you were only required to select a Trust provider in firm preferences. I wish we could leave the DTF option blank as some firms use many providers for this. It doesn't make sense in accounting to only have one provider for this option.

  • Guest
  • Jan 30 2025
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  • Guest commented
    30 Jan 15:17

    I agree and this screws up reports if the proper provider isn't showing - this needs to be fixed or DTF will have to be entered manually instead of auto populating. Please fix this!