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K1x Ideas
Status Validating
Categories K1 Creator
Created by Guest
Created on Nov 14, 2022

Allocations and Analysis Sorting and Calculations

Usability improvements to the Allocations and Analysis view and calculations:

  • Current investor sort is alphabetical by first name. Need to add sort options for last name and partner number.

  • Need a button on the Allocations and Analysis view to force recalc all jusrisdictions.

    • This should also be added to the package builder for the K-1 File.

  • Attach files