use cash management for specific amounts
We have requests from fundholders to move specific amounts of money to different investments - sometimes the investment strategy doesn't achieve these amounts - it would be awesome if we could use cash balancing and balance swap to move specific amounts and then have the offsetting entry in the Z-fund. Currently we have to move the money at the fund level and really move the money - its so nice to be able to take care of the money movement IRL later.
Libby Walton
shared this idea
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