Some discovery for Allocations around manual statement entry

Eddie Barker

Hi all, the team working on Allocations is going to begin working on manual statement entry soon - manual entry defined as where you enter things like interest income, royalties, realized gains, etc. in a grid and your allocation adjusts accordingly.

If this is something you do regularly (mostly our users with endowed funds) and you have a half hour or so to answer some specific questions/describe your process, please reply to this or email eddie.barker@blackbaud.com. Thanks!