by Krisan Marotta | Mar 26, 2013 | Billing, Presentation Studio
Q. I love the look and easy setup of the new billing statement in Presentation Studio, but I still have a few clients who pay by check. Can I still run my bills through Presentation Studio? Or must I keep the traditional PortfolioCenter bills? A. The good news is...
by Krisan Marotta | Jun 8, 2012 | Reporting
Q. I have a question about the Global Composite Return report in PortfolioCenter. When I run the report, sometimes the beginning value for a time period does not equal the ending value for previous time period. For example the 3/31 quarter ending value does not...
by Krisan Marotta | May 15, 2012 | Tech Help
Q. I’m using the Task Scheduler to run a PortfolioCenter backup very week. Most of the time it works fine, but about every three months, the backup does not run and when I check the Task Scheduler says “could not start.” Do you have any idea...
by Krisan Marotta | Feb 27, 2012 | Reporting
Q. I’m having trouble understanding the “change in accrued” column on the PortfolioCenter performance reports. Can you help? A. Accrued income is interest that has been earned but has not yet been paid to the shareholder. Currently,...
