Ownership Funds Report - Include Last Statement Date
Could we have the field/column "Last Statement Date" available when searching Ownership Funds. This would be extremely helpful after processing EOM Ownership Statements, as it would allow us to identify those that did not get paid (via Ownership Statement Group/Tag). We cannot easily identify when EOM Ownerships have not been paid for the month.
2
votes
Helen Crombie
shared this idea
Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
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