All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to Tax Basis Report to include the following field: Book Basis. Also allow for bulk importing of external data so that Book ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add Additional Fields to State Income Summary report to include the following: Property, Payroll & Receipts displayed by state by investment. ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Update the user interface of CTRAC to be compliant with ADA standards How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Every Activity in K-1 Navigator has its own separate General Ledger/Trial Balance. Every account needs to be mapped to a Scenario Builder line ite...

We would like the ability to copy an instance.

For all reports, add "Date K-1 Received" as a parameter/filter. I should be able to set a beginning date and ending date to filter to all K-1s within the dates I set. If either date are left blank, then they default to the January 1 (for beginning...

Add a setting to Manage Investments for users to toggle between viewing investments and viewing activities for investments.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There should be an ability to filter in the Manage Investments view based on Tags, Entity Type, Status,etc. You can sort the investments but not f...