Investments in limited partnerships

Note features

Each note has a series of common features. Refer to Common Note Features for more information on each feature.

Default Link

Select the default grouping you want to use for the note linkage. The note is defaulted to use the Map No link.

Comments (input paragraphs)

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.

Entity

Use the entity popup to select the default for the entity popups to the right.

Data table

Table for entering a description of the investments, the percentage share, and various balances.

The column headings are fully customizable

Express menu

Use the express menu to insert more linked and manual lines, insert subtotals, sort and delete current lines where the options are available.

Linked insertable lines

Insert a linked line from the express menu and select accounts from the Trial Balance via the dropdowns to populated the relevant column.

Comments (input paragraphs)

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.