Admin Fee function - need to wrap text in various fields to fit on one sheet of paper when hitting print page.
Admin Fee function - went to calculate 3/31/22 fees today and hit print page and had to minimize the font to 65% to get all columns to fit. The text used to be wrapped in the Account and Description fields. Can we go back to this? otherwise the font is so small to read.
Julie Yoder
shared this idea
6/7/2023: Admin Fee: The following enhancements are now available for Admin Fees: the ability to set funds in bulk to an admin fee type, an option to add a note to an admin fee, and on manual admin fees, the ability to select the receiving fund and accounts. The ability to create a manual admin fee is now an option in the left hand menu on the admin fee page.
Also enhanced the fund record’s Admin fee section to have a start date field. This start date can be used to enter a starting date to begin processing admin fees on a fund. The start date will look at the admin fees posting date. For example, if the fund’s admin fee start date is set to 1/1 and admin fee posting date is 12/31, it will not charge that fund for that admin fee.
Enhanced the admin fee types to now have a maximum fee per year. Clients will now see a maximum fee field added to the admin fee types. This will allow the system to only charge a fund with that type a maximum per year.
Funds Bulk Edit was also enhanced by adding the Admin Fee Start Date.
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Susan Lotreck
commented
So happy to see this enhancement is planned. Thank you!