One statement per fund copy when printing to review
We have an excess of 700 funds and now when printing the fund statements for review we get a printout for each advisor on that fund which is some cases the batch is 750 pages for a very small division.
6
votes
Joanna Bradley-Reese
shared this idea
There is an left side menu item when in a fund statement ID record titled "generate all". Selecting this will create a background job and when complete, an all pdf and all word version will be available to print. This will generate a file with 1 copy per fund.