Admin Fees - Delete or Archive Option
Provide and option to Delete or Archive administrative fees that are no longer in use in order to shorten the list of available options when creating a fund. This will also elevate the chance of the wrong fee being added to fund.
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You can currently delete admin fee types, if there are not funds attached to that type.
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Jessica Renfro commented
Definitely agree! We just revised our admin fees and now have a long list of fees that will no longer be used again. It would be great if we had the option to delete or archive. Thanks for considering!
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Alex commented
Add the ability to archive admin fees that are no longer in use but have been used in the past. This would eliminate errors when assigning fee types to funds and make reporting much cleaner. Currently, the system does not allow the removal/deletion of a fee if it has been used anytime in the past.