post income on portal
Britt Ramroop
shared this idea
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Britt Ramroop
commented
It would be nice for our fund advisors to see a running list of income or fees to their fund just like they do donations or grants. Their fund balances change when transfers are done, or income is added from investments, or admin fees are taken - HOWEVER, they can't view any of that unless we are posting, sometimes daily, statements. They shouldn't have to wait until the quarterly statements are posted to see why the balance is changing on their funds if not because of donations in or grants out.