generate but not print fund statements
The ability to generate but not print statements would be helpful. We end up with a number that we weed out and trash. We would like to not have to print Email statements and those where a statement preference is not selected.
1
vote
Amanda Chapel
shared this idea
This is currently an option in CSuite. The statement type by fund advisor should accomplish this request. Set the type to paper to generate a paper copy of the fund statement. The print all option was designed for Foundations that would like to generate one copy for all funds regardless of statement type.