If Part XV does not reconcile to Part I in the system, this does not trigger a diagnostic or validation error. Please create a diagnostic to be triggered when this happens. Other software including Go System will not allow you to proceed when this...
Edit Investment - Change Investment Dropdown - Ability to accommodate long Investment names
Currently, if you have any Investments with a long Name (53+ Characters) in the Change Investment dropdown, the long names are showing outside of the box.
Check for Foreign Form Filing Requirements Across Clients/Projects
This would need to be done after moving into Advantage. Once in Advantage and we have a master entity list, can we check for foreign form filing requirements across clients and projects? In some cases, there may be foreign transfers for the same l...
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