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6 results found

  1. Export Option for Revenue Share and Audit Details Pages

    There is no ability to export data from the Revenue Share screen or the audit details screen. Clients have to copy and paste this information. An export and raw export would be really helpful on these pages.

    2 votes

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  2. Rev Share Start Date

    When creating a new fund, can the Rev Share field include a start date like the Admin Fee field now does? We don't apply rev share until a fund is fully endowed.

    2 votes

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  3. Revenue Share start date

    It's great we can now have a start date for Admin Fees. It would be really nice if we also have a start date for Revenue Share. We start fees and earnings at the same time. We also need to have a start date for the Revenue Share.

    9 votes

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  4. Warning message if revenue share will push a fund underwater.

    If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.

    28 votes

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  5. Add balances to Rev Share process

    Add beginning balance/net deposits/withdrawals and ending balance with the income numbers to verify ending balance BEFORE posting.
    Currently you have to go through the steps of Rev Share then go to TB to verify balance. That is odd.

    4 votes

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  6. Revenue Share option for Impact Investing

    It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.

    6 votes

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