Allow running fund statement groups that include funds which already have statements
Update Fund Statement workflow to avoid getting an error that says "can not create statements, some funds already have statements for [period of time]. If a fund statement group is being run that includes funds that already have a statement for the same period, it would be preferred to skip those duplicates but still run statements for new funds.
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Caili Brading commented
This would be super helpful for us as well. We like to run our non-perm ones before we run by fund group. So to be able to run by subgroup for a non-perm fund then go back and run all the statements by group would really help us out. Or as stated below in the comments- it would be helpful to run by more than 1 filter criteria to get what we would want.
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Michele McKinney commented
Why did we lose the ability to select more than one filter criteria on the fund statements preparation? It is also taking a ton more time to generate the files than it had previously.