Skip to Main Content
K1x Ideas
Status Shipped
Categories K1 Aggregator
Created by Guest
Created on Oct 18, 2023

Tenant Level K-1 Analyzer K-1 Comparison Report

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

Run K-1 Comparison Report at the Tenant Level

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.

Be able to see taxable income and UBI by line item for all investments in all instances in a tenant.

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

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.

Run K-1 Comparison Report at the Tenant Level


Release Date Feb 29, 2024
  • Attach files
1 MERGED

Tenant/Client/Project Dashboarding

Merged
Dashboard views for the tenant, client, and project level to have a quick snapshot of different data for review.
over 3 years ago in K1 Aggregator 0 Shipped