Ability to delete and re-run individual fund statements within a batch
Instead of having to delete and re-run a whole batch of fund statements to regenerate the statement for one or a few funds, it would be ideal to be able to delete them and re-run them back into the same batch if edits have been made to the fund. At minimum the ability to delete individual statements would save us from having to rerun the full batch each time, which can be time consuming.
This idea was implemented on 8/23/22. Here is the release note:
Fund Statements: Enhanced fund statements to have the ability to print or email the fund statement after it has been generated. To email or print the fund statement again, go into the the fund statement batch and select email or print from the brackets next to the sent date.
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Erica Faltesek commented
Hi- I saw the update here. Cool enhancement, but the intention of this idea was to be able to correct an individual statement within the batch if it has errors, not just print or send the existing statement.