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Save Owner Statement Preview as a DRAFT prior to hitting CREATE

Status: Requested 6 Votes
BNB Louisville
Jan 31, 2023 1:27 PM
Joined Feb, 2021 2 posts

Currently when you make a PREVIEW owner statement you cannot save as a draft. The choice is either to CREATE or CANCEL. We need to have the option to SAVE the preview as a DRAFT so we can collaborate with our bookkeeper prior to hitting that final CREATE button. Currently, the only way for my bookkeeper or anyone else to look at a "DRAFT" is to CREATE the statement. But then you can't make any changes to it. You are forced to DELETE and start over again.