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K1x Ideas
Status Validating
Categories K1 Creator
Created by Guest
Created on Oct 6, 2023

Standard Activity and Item L Statements

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

The default activity and item L statement footnotes should be able to be customized by project. In addition, we should have the ability to flow a K-1 into K-1 Navigator as an activity

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 puts us in your shoes.

Currently, users also subscribed to K-1 analyzer would flow that data into the system and get the benefit of an auto-generated activity statement after applying allocation codes. Within Navigator, a user would have to recreate the activity data.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All users that have activities in their k-1's or want to change the layout of the item L footnote to look nicer.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Create a link from K-1 Analylzer to Navigator or a pull from the filing system passthrough section into Navigator.


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