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  1. 2 votes

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    Steven Cuffe shared this idea  · 
  2. 7 votes

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    Steven Cuffe supported this idea  · 
  3. 64 votes

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  4. 1 vote

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    Steven Cuffe shared this idea  · 
  5. 25 votes

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    Steven Cuffe supported this idea  · 
    Steven Cuffe shared this idea  · 
  6. 28 votes

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    An error occurred while saving the comment
    Steven Cuffe commented  · 

    After selecting "Edit Layout" it would be great if you could still see the account balances so you can see you changes without the need to select "Done" and then re client on Edit Layout again if the changes were incorrect.

    Steven Cuffe supported this idea  · 
  7. 28 votes

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    Steven Cuffe supported this idea  · 
  8. 24 votes

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    Thanks for sharing your idea in the forums, team. We appreciate what you're asking and how this could currently be confusing. Our team are working on some improvement for the Distribution worksheet that'd allow you to select whether this field was filled as Gross, or Net amount. We'll keep you updated of the progress for this here. 🙂

    Steven Cuffe supported this idea  · 
  9. 31 votes

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    Appreciate you'd like to add more detail for assets within a pool. 

    Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support. 

    Steven Cuffe supported this idea  · 
  10. 23 votes

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    Steven Cuffe supported this idea  · 
  11. 17 votes

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    Steven Cuffe supported this idea  · 
  12. 49 votes

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  13. 22 votes

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    Steven Cuffe supported this idea  · 
  14. 23 votes

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    Steven Cuffe supported this idea  · 
  15. 56 votes

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  16. 37 votes

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    Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.

    We're going to leave the idea open here and track interest but wanted to share an update for you all atm.

    Steven Cuffe supported this idea  · 
  17. 216 votes

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    Steven Cuffe supported this idea  · 
  18. 36 votes

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    Steven Cuffe supported this idea  · 
  19. 85 votes

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    Steven Cuffe supported this idea  · 
  20. 97 votes

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    Steven Cuffe supported this idea  · 
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