Dave Percival
Admin, Ops, IT & Finance
Any else having problems with Flagstone's new site?
Joan Smith Administrator at Jubilee Campaign Posted 7 months ago
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I found Flagstone very easy to use until they migrated us to their new, supposedly upgraded, website/platform. I was disturbed to find there was no longer a bank statement covering the whole portfolio. You can download a list of balances on a chosen date for all accounts and list of activity in the holding account but putting all this information together to do reconciliation with our books has taken me hours some months. Also their own total balance figures seem to be a penny out each month which I find bizarre. Wondering if its just me?
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