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CommunitySuite Idea Lab: Admin Fees & Distributions

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set distribution amount

For those funds that specify a dollar distribution (ex: $6,000/year), it would be nice to have the ability to create and apply that distribution type. I understand it can be modified during review but could be easily missed, particularly by newer staff. If there's a good work around I'd appreciate suggestions.

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CHRISTINE GREEN shared this idea  ·   ·  Report…  ·  Admin →
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  • Susan Lotreck commented  ·   ·  Report

    We have several funds in our portfolio as well that have a specific $ amount for annual distribution. It would be great to have this idea implemented.

  • Liz Paulhus commented  ·   ·  Report

    We have some older fund agreements that specify a $ amount instead of a % to be distributed. Having the ability to set a distribution type as a $ amount would be great so that we don't have a few funds that still require manual calculations.