11 Feb, 2019 → by ClaimboUser306400
Equity Trust redesigned clients cash spreadsheets so it no longer tells us who was paid. Just the amount!

1

I've been with Equity Trust since 2010 and they had a great spreadsheet which you could export that gave the date, the amount and who the payee was for each bill they paid. They announced a NEW UPGRADE which now has only the date and the amount paid on the single line printout so you have no idea who was paid unless you want to click on each one individually and see but then you would have to add that to the report by hand. The old format was perfect why did it change? I'm getting no where trying to find out from them who has the authority to put it back the way it was
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