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    What are some Common Issues with Fund Statements?
    • 21 Apr 2023
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    What are some Common Issues with Fund Statements?

    • Updated on 21 Apr 2023
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    Article summary

    My fund statements aren't working.  How do I start to fix them?
     

    Answer:
    The attached document contains troubleshooting steps for the most common issues seen with fund statements that are merged into Microsoft Word.

    The following topics are covered among others:
    • What should I know before I start?
    • How do I fix my Export?
    • I'm getting an error on my template.
    • My merge fields are not working right.
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    Common Issues with Fund Statements.pdf
    846.31 KB
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