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  1. investment strategy: option set a dollar amount

    17 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jamie Palmore commented  · 

    Allow a fund to have multiple investment strategies and be able to assign a percentage or flat dollar amount to each. We have funds that currently have $$ in multiple investments strategies but this makes it difficult to manage when we can only select one investment strategy per fund and makes balance swaps for these funds more manual.

    Jamie Palmore shared this idea  · 

  2. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Jamie Palmore supported this idea  · 
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