Each header below links to the detailed article describing the feature and its use

Portal Document Uploader - Vehicle Auto Mapping

• Now you can upload Tax and other documents to the portal in bulk rather than 1 file at a time.
• We have Updated the Document Uploaded on 3/25:
  • Improve the User interface to make it more Readable and easier to understand how to use it
  • Added Button "Get Account IDs" this downloads a .CSV file with "Fund Name","Vehicle Name","Account ID"
    

Fund & Company Summary IRR Calculator 

• "Generate CSV" Button
  

  Clicking "Generate CSV" will download a CSV of the Cashflows listed above.

  

  
  
  

BUG: Syncing Transactions to Xero saved todays date instead of the Transaction Date for the Bank Transaction Date

• [RESOLVED 3-25 4pm]