Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found that the interest rate strategy on some doesn’t have an edit field either.
If there is a way to make the description field and custom fields bulk editable in the future, please do so.
For the term investments that have their interest paid out, the next distribution date has passed so how can the system get caught up?
Gloria Markus
shared this idea
-
Gloria Markus
commented
When renewing a term investment, if the maturity date is entered incorrectly, there is no way to edit the date if the actual date is before the incorrectly entered date. This makes the database incorrect and the the fund advisor sees the incorrect maturity date.
Please have a way to edit the maturity date.