Balance Swap - Edit Amounts
Balance Swap - Edit Amounts
The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.
Patrick Lewis
shared this idea
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Thank you
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Christina Valdois
commented
This would be a huge improvement, and help with many things.
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Sally Gillespie
commented
Agree with the comments made by Shana South and Savannah. Both would make a huge difference
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Shana South
commented
In addition to changing amount - please allow the to/from to be edited. Why do the funds even have an investment account on the Cash Management set up if CS just defaults to the larger balance in investment accounts? We have several funds split between multiple investments and CS just ignores my preferred investment account on Cash Management.
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Savannah
commented
It would be great if the amounts were clickable and highlights in blue like the amounts are on all financials so that we can see what things are making up that particular amount per each fund. Currently I have to dig through transactions to see what amounts equal the balance swap in order to make sure they are correct and mistakes weren't made by our team, which has happened quite frequently.