How do you end an account in fund manager? You are no longer feeing account nor managing so no need to give them performance or Invoice. Do you just stop importing data at quarter end?
Thanks Jon
|
|
Account that is closed or you no longer manage
1 post
• Page 1 of 1
1 post
• Page 1 of 1
Who is onlineUsers browsing this forum: No registered users and 12 guests |
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved. |