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Hey {name|there}! 👋

We (unfortunately) have a lot of plans that we don’t get statements until year end.  I have placed that message in notes but is there any way to flag those to where they don’t show up on ‘missing statements’?

An Anonymous User

Stax.AI

We (unfortunately) have a lot of plans that we don’t get statements until year end. I have placed that message in notes but is there any way to flag those to where they don’t show up on ‘missing statements’?

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