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K1x Ideas
Status Validating
Categories K1 Creator
Created by Guest
Created on Nov 17, 2023

K-1 Navigator Trial Balance Management

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 item

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.

This will make it easier to get partnership level data into the system so we can apply allocation codes against it.

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.

Via some sort of new product feature that allows you to upload and manage your trial balance


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