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.
Marcus
shared this idea
Will put this on the roadmap so watch for it in a future release!
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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?