Fund Advisor should be able to view all income and expenses, not just Gifts and Grants
Many of our funds process reimbursements for charitable work that are not grants. They need to be able to see all transactions that affect their balance, not just gifts and grants.
25
votes
Chris Hayashida-Knight
shared this idea
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Vicky Ferderer
commented
I am not seeing an option to limit access to the "Other" tab. We also really would like to have the ability to limit this area.
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It would work like any other tab where the tab has its own yes or no for access in the fund advisor area.
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Anonymous
commented
Would this be optional? We wouldn't necessarily want all our fund advisors to see all the transactions.
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Chris Hayashida-Knight
commented
This is great!
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Lori Martini
commented
Yes Please!
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Courtney Brown
commented
This extremely important for us!