Why isn't Reliable Innovations (fictional name) appearing under "Investments" in Back Office, despite being in the "In Portfolio" stage in their Portfolio pipeline?
Top replies
Reliable Innovations won't show up on the Investments page until it has an investment journal entry associated with it. To resolve this issue, it's best to speak with our accounting experts Rob or Jackson. They can provide assistance in ensuring Reliable Innovations is properly reflected in the Investments section.
1 reply
Reliable Innovations won't show up on the Investments page until it has an investment journal entry associated with it. To resolve this issue, it's best to speak with our accounting experts Rob or Jackson. They can provide assistance in ensuring Reliable Innovations is properly reflected in the Investments section.
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