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External ID Field for Company Summary

No description provided
over 1 year ago in Portfolio 0

Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates

Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates
almost 4 years ago in Investor Relations 1 Planned

LP Portal Org Admin - Restrict GP Entities or other type of restrictions

No description provided
about 2 years ago in LP Portal 0

I would like the ability to have 2 PDF Statement generated 1 for email 1 for portal

I would like the ability to have 2 PDF Statement generated 1 for email 1 for portal
over 2 years ago in Investor Relations 0

Financial Entry would be easier to use for large forms if it had the ability to save and come back to it.

No description provided
over 2 years ago in Portfolio 0

Secure Document Sending

PGP and other encryption option for emails and attaching documents.
almost 3 years ago in Investor Relations 0

File transfers vis SFTP or API Endpoint

File transfers vis SFTP or API Endpoint
almost 3 years ago in Investor Relations 0

Cascading Calculations - When Changing Value in Cap Accounts Statements must resave all subsequent statements.

This was like my first week problem! LOL. The basic jist is ITD balances were not capturing the total committed. The fix was going into each and simply clicking edit at the capital account (at the investor level) and resaving. The issue was that t...
almost 3 years ago in Investor Relations 1

Expenses Outside of Commitment

Goals: Allow Capital Calls to have an additional Line Item named: Expenses Outside of Commitment Ensure this rolls up into the Capital Account's Contributed Capital. (it is tracked also in Other Income/Loss) Ensure the LP's % of Remaining Commitme...
about 3 years ago in Investor Relations 0

Hide Documents for Vehicles that have Transferred out of fund

Hide Documents for Vehicles that have Transferred out of fund
over 3 years ago in Investor Relations 0