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Disposal Sync to Xero Receivable Transaction in Xero instead of Cash Transaction

Create Receivable Transaction in Xero instead of Cash Transaction
over 4 years ago in Portfolio 0 Planned

Valuation Sync to Xero

No description provided
over 4 years ago in Portfolio 0 Planned

Stock Split Transactions Trigger Valuation Wizard or create Valuation

No description provided
over 4 years ago in LP Portal 0 Planned

Vaidation Rules for Transactions

No description provided
over 4 years ago in Portfolio 0 Planned

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept
over 4 years ago in Investor Relations 0 Planned

Make Round Picklist a Global Picklist for easier customization of values

Make Round Picklist a Global Picklist for easier customization of values
over 4 years ago in Portfolio 0 Planned

Late Admission Interest Discussion

Financial Ventures Studio Capital Call Preferred Returns(Name Ben Used capital call and Statement)Late Admission Interest Summed up on the Account Statement Customized Orgs:Financial Ventures StudioPrime Movers LabHarbinger Late Admission Comes i...
almost 5 years ago in Investor Relations 2 Planned

Valuation Snapshot not triggered both on scheduled batch and on new valuation creation. It took deleting valuation just created and recreating it to trigger snapshot. https://na90.salesforce.com/a0I1a000004Otx8 (Resolute also had issues)\

No description provided
almost 5 years ago in Portfolio 0 Planned

Wire Instructions SEC - Create Read Only Role for LP Portal Users.

No description provided
almost 5 years ago in LP Portal 0 Planned

Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"

Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"
almost 5 years ago in LP Portal 0 Planned