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  1. Could you add a check box to include zero balance quarters when calculating Average trailing Quarter balance when establishing fund fee types?

    1 vote

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  2. There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.

    31 votes

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