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Product Area Z Office
Created by Lauren Leach
Created on May 20, 2026

Scheduled Recurring Charges Report

Provide the ability to generate a report on scheduled recurring charges and manual account transactions, making it easier to review, reconcile and track account activity.

With the scheduled recurring charges (through Scheduled Tasks), when it creates the transaction, there is no receipt number etc and therefore the reports aren't able to "track" this transaction.

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