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2 results found

  1. Balance Swap Account Filter shows closed accounts

    In Cash Management - Balance Swap - Add Filter, when you select "From Account" and then checkboxes, the check list that appears includes accounts that are closed (which for us is a lot). It makes no sense that closed accounts would be showing here. It should only show open/active accounts.

    18 votes

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    Under Consideration  ·  1 comment  ·  Accounts & Cash Management  ·  Admin →
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  2. Add the ability to import custodial statements

    We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.

    4 votes

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    Under Consideration  ·  0 comments  ·  Accounts & Cash Management  ·  Admin →
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