Statement Intervals
Has any thought been given to having "Semi Annual" as an option for statement intervals? Currently the options are Monthly, Quarterly and Yearly.
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Alisa Winters commented
Agreed!
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Erica Faltesek commented
We'd like to be able to generate statements at multiple intervals, such as quarterly and annually. Leaving the interval field blank does not work for a case like this, because then the fund will get pulled in our monthly statement batch. Ideally we could customize the batch by filtering by group, division, etc. then setting a date range.
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Anonymous commented
Having Semi Annual as an option for statement intervals would be a tremendous help. Bryan Geary responded on August 31, 2017 that this was put on the roadmap. Do you have a time frame of when this updated will be released?