Markup Profiles included in Client Accounts Report | Voters

Markup Profiles included in Client Accounts Report

complete

Brent Smith

If we have markup profiles created the Fee Markup Percent is not included in the Client Accounts report. Would be beneficial to have the fee markups by carrier / service level included in the client accounts report.

March 21, 2025

Edward Aguiar

marked this post as

complete

This was completed a some time back but was not updated on portal. The markup profile name was added to Client Account Report

Edward Aguiar

marked this post as

planned

Mike Fross

marked this post as

under review

Mike Fross

Hello Brett,
We received your request, thank you.
I will submit this as a feature request for review and will update you when the status changes.
​Regards,
Mike Fross, techSHIP Product Manager