Moving Fund Between Pools While Keeping History

This process will require a Statement of Work & all work should be done in a test database first. Do the due diligence of comparing ending pool/fund values and making sure customer has given us good…

Semi-Annual Posting Frequency Bug

When databases use the Semi-Annual posting frequency, there is a bug that causes issues whenever they close a period. This bug requires a SQL touch to get the database working again.…

Balance Fund Profile Field Character Limits & Format

Adding the Manager Module to Existing Database

Typically we would setup the Manager Module during Implementation. However, occasionally existing customers elect to have the Manager Module turned on in their database post-implementation.…