When you close a transaction, it defaults to todays date, so you have to change it every time you close a file. I doubt there is a broker out there that is able to close the Skyslope file on the same day as closing, so my suggestion is to have it default to the closing date you have in the transaction details. I know it sounds ridiculous, but when closing over the month end time (our busiest time), errors can be made and closing files in the wrong month throws things off for us. Thanks for everything!
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SkySlope Supportposted
6 months ago
Admin
Created By John Karadsheh
Requester
Yes - This!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Thanks for your feedback, Robert! We understand your request, and the use case that you have for it.
We'll keep monitoring this for additional feedback and upvotes.
Created By Robert Rust
RequesterWhen you close a transaction, it defaults to todays date, so you have to change it every time you close a file. I doubt there is a broker out there that is able to close the Skyslope file on the same day as closing, so my suggestion is to have it default to the closing date you have in the transaction details. I know it sounds ridiculous, but when closing over the month end time (our busiest time), errors can be made and closing files in the wrong month throws things off for us. Thanks for everything!
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2 Comments
SkySlope Support posted 6 months ago Admin
Created By John Karadsheh
RequesterYes - This!
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SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentThanks for your feedback, Robert! We understand your request, and the use case that you have for it.
We'll keep monitoring this for additional feedback and upvotes.
Thanks again,
Carlo, Product Manager
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