Investment Reconciliation
Investment Reconciliation screen - when an amount is entered in the Fees column , SM assigns this fee to GL account 251401 Admin-Bank Charges-Account Fees which is a standard fund account. The description that SM populates for this transaction is "Bank fee on investment" - I use this code differently; to account for my RWT (withholding tax). Is there a possibility of adding an additional column in the Investment Reconciliation screen called "Withholding Tax". This would work for both NZ and AU clients
Hi Supporters,
We have reviewed your suggestion and have determined that it does not fit into our roadmap consequently, it will not be added to our backlog for development consideration.
Thank you for your feedback.
Kind Regards
Amy