Settings and activity
3 results found
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3 votes
An error occurred while saving the comment Sarah Johnson supported this idea ·
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54 votes
Sarah Johnson supported this idea ·
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184 votes
Sarah Johnson supported this idea ·
3 results found
Ability for advisors to add multiple new chart codes simultaneously - example setting up the current and non current portions of an equipment loan requiring 4 accounts when splitting repayments / unexpired interest.