26 results found
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Income Statement format with option for year over year and budget columns
Our board likes to see our income statement that shows both year over year and the budget column. Currently I have to produce 2 income statements to show one with year over year and the other one with budget format. Would be great if we had the ability to choose two options from the drop down Column Option instead of just one.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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API for Financial Reporting
It would be valuable for our fund holders/their advisors to be able to pull their fund data into their external financial system/software. I know we have a financial advisor in our sphere who would be much more eager to refer clients to us if he were able to include our fund data on his financial reports for those clients. I think this could be accomplished using an API that could be created via the financial reports (Custom reporting doesn't quite fill the need as it only pulls current balance and has no option to include prior month/quarter/etc.).
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Prior year and current month column format for balance sheet
This was implemented according to C-Suite but I do not see that column format - there is year year which compares 08.31.22 to 08.31.2021, but I would like 08.31.22 and 12.31.2021. Am I missing something?
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add 'Short Name' to list of Financial Filters
Please add 'Short Name' to the list of Financial Filter options within the Financials section of cSuite. We have over 3k funds and utilize the short name more than most other options to filter funds due to the size of our organization. We would like it to be a Checkbox option similar to the Fund (funit) filter so multiple options may be searched and selected.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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financial statement settings
There should be a Financial Statement setting option to round to whole dollars. It is standard to print financial statements for presentation rounded to the nearest dollar. This was a simple setting in the Financial Edge system we used before converting which was at several years old.
There should also be more flexibility in the columns chosen for the financial statements. As an example there is no option to have a month and ytd comparison with the current year and the prior year on a single page. This was a standard report in our previous system and at every place…9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Balances By Quarter
At times I need to manually calculate/verify a fund's spendable balance. To populate the worksheet I use that means I have to look at 12 different quarterly statements to get the values for 12 quarter rolling average. Would love a way to get 12 quarters of balances with one click.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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