Scott Wolf (Schlossberg, LLC) asked a question.
keep track and provide collective reporting by Debtor even where the clients are technically different.
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Hi Scott -
This is definitely a good way to increase efficiency and reporting capability. We suggest you send any recommendations for more nuanced collective reporting to our ideas hub: https://community.leap.us/s/ideas-user-guide
Warm Regards,
Dallas
Great idea - thanks for sharing the tips! We are new users and I need all the helpful advice I can find! So, thank you!