9 results found
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Ability to Archive Unused Fund Fee Type
We have consolidated many fund fee types and are no longer using them. Because they have historical data we can not delete them so they still show as options when creating a new fund. It would be nice to have the ability to archive these fee types so that they no longer show up much like you can with profile types.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Batch Process Manual Fees
Could we add more than one fund to a manual fee entry? We frequently have to charge manual fees, and it would be cleaner if this could be all in one manual fee entry with different funds (like journal entries where you can add a fund).
This would help make a cleaner list of admin fees and help us to compare who got a manual fee in which quarters by just clicking on one entry that shows multiple funds (similar to system generated admin fees) vs. a manual fee entry for each fund that received a manual fee. It also…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow for Bulk Updating of Admin Fee Type
We need the option to bulk update Admin Fee Types. When changing fees on various groups that previously held the same fee code, it becomes very time consuming. Without either the option to multi-select / multi - check boxes or the ability to create a custom report and bulk edit funds for fee purposes, the only method is one fund at a time by either clicking a single box or editing a fund about 500 times.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Admin Fee: Scholarship Application
Ability to charge fees based on # of scholarship applications. There is the ability to charge based on grant but that is payment based, not application based.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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admin fees
We need the flexibility in the fee structure to access a fee per account versus the total of all fund assets. We have donors who allocate their funds between a cash account, pooled account and/or invested accounts. We have a different fee structure for each of these GL numbers. It would be helpful to be able to add that dimension to the fund structure. Thanks!
1 voteWithin a fund fee type, there is an option on the left side menu to exclude accounts. You could create an admin and exclude the other bank/investment accounts.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Per Award Fee - Start charging after X number of grants, vouchers and scholarships
It would be beneficial to charge funds equitably by having a regular admin basis point fee and a per award charge that would kick in after so many grants, scholarships or vouchers are issued. This would ensure we are charging equitable fees based on administrative effort. Enableing foundations to choose the number of grants, scholarships or vouchers for 'free' before charging additional fees would allow the flexibility based on fund type. Scholarships for instance, if two grants are issued for one award, we may choose not to fee both grant instances but consider them combined for fee purposes. Currently there…
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Fund Fee Types
It would be nice to be able to have a fund fee type of 2% of each donation received or $300 minimum annually. Right now if you select % per donation it will not give you an option of a minimum fee.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Admin Fee Custom Date Range
We would like to be able to put in a custom date range(or end date) to calculate an admin fee on a fund. We do Fiscal Sponsorships and Special Projects that don't always end perfectly within a quarter range. Right now it assumes the last average daily balance through the end of the quarter which over states the fees. You have to manually calculate the fee if it closes mid quarter.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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admin fee
Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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