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.
CHRISTINE GREEN
shared this idea
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Jacob Schreiber
commented
This is essential to our daily work!
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Susie Lotreck
commented
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.
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Liz Paulhus
commented
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.