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IDEA-I-181
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Status
Will not implement
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K1 Aggregator
Created by
Guest
Created on
Jul 14, 2023
RELATED IDEAS
If clicking edit on a specific k1 investment. Then going to Federal/State Taxable income it defaults to Summary screen instead of the specific investment I clicked to edit. Would like to have a way for it to default to the investment I am trying to edit
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Ability to Move or Copy Investments
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Would like a global view of K-1s in real time - how do we know what k1s we have? I want to see a list of K-1s under CBG and be able to sort alphabetically so we can tell if we are missing an investor's k1 or an investment easily.
Manage Investments - Access investment by clicking on the name
Have the ability to access the Investment by clicking on the Investment Name.
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