Manual Fund Statement Upload under Statements in MyFund
Right if you want to run a single fund statement, not a batch, you have to do it manually and then attach it as a file to the fund and press 'Share' for it to be uploaded to MyFund. However it shows up under 'Files' instead of 'Statements'. Is there a way the option to choose which tab you want it under could be created?
Emma Schwarz commented
Currently, we provide quarterly statements and certain funds are on monthly schedule. So, I have to run a batch and delete the ones that don't receive monthly statements to post it on the portal. If we can just run the manual statement and post it to their portal, it would be much simpler. Thank you.