Pay Ownership - Last Statement Date Column Option
Would be great to have the Ownership last Statement date available when paying Owners.
This would enable us to ensure an Owner will get a Statement each month, regardless of whether funds are available (such as when invoices have consumed the funds for the month).
Helen Crombie
shared this idea
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Helen Crombie
commented
I'm resubmitting this idea, as I still believe it to be very useful. Per original -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.
Additional use, would show inactive Owners, so that we can review any not paid within a period. Hopefully, more interest this time!