K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Expand the Schedule K-1 Report in K-1 Navigator to include all entities in the project. |
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. |
The ability to see all entities in a single report and drill down into any entity to see allocations across its investors will show the flow of income through my tiered entity structure clearly. |
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. |
Anyone working on tiered partnerships. |
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. |
Add all entities in the project to the Schedule K-1 Reports page or create a similar report at the project level. |
Having the expanded version of Schedule K-1 report described above will support us to export K1x workpaper for WP purposes, so we would be able to view the fund level expense and income tiered up from each lower-tier partnership all on one reconciliation report.