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Fund Statements

Please provide an option to create a WORD document instead of just a pdf of fund statements. All the other templates have the option of creating merged templates in WORD. Creating in WORD will allow us the ability to edit the Fund Statements.

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Judy shared this idea  ·   ·  Report…  ·  Admin →
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  • Lee O'Neil commented  ·   ·  Report

    I'm SO GLAD you all made this happen! Thank you!

  • Anonymous commented  ·   ·  Report

    Yes, this would be a great benefit!

  • Julie Cole Mecum commented  ·   ·  Report

    AND, please allow us to be able to post just one fund statement to the portal without having to run an entire batch and manually delete out all the others from that batch to post the one statement. This also relates to our desire to be able to delete one statement from the portal (after the batch is complete) without having to delete the entire batch and rerun the entire batch just to fix one statement.

  • Sherri Rush commented  ·   ·  Report

    YES! This would help so much! We have some fund contacts (letters and reports) that require a little bit more "tweaking!"