Distribution- 0 dollar periods by "X" number of months.
We have a spending policy that allows us to grant out money for new funds even if they weren't created the first, second, and third quarters of the year. I saw this idea below that has been implemented in CSuite over 0 dollar periods and adding that check mark box. See the paragraph below in ". We tried this for our funds, but it is not working for our spending policy because even though our spending policy is 12 quarters.... we only want 0 dollar periods for the year they started the fund in. So example: a new fund in June we would want only one 0 dollar period for the first quarter in the year which there was no balance not the past 9 other 0 dollar periods for the calculation. Is there any way instead of having a check box for "Include Zero Dollar Periods" that we have a box for how many quarters we want a 0 dollar period on the fund? Thank you!
"Distribution Calculations
Our spending policy allows us to grant out of funds that are invested for at least 4 quarters, but we base this calculation off of an 8 quarter rolling average to include zero balances on the quarters in which the fund was not invested. This allows the donor to grant out of the fund, but at a lower amount due to the zero balances. In CSuite the calculation is only based off of the amount of quarters the fund is established. We really need the ability to tell the system to include the zero balances in the calculations. Is there any way to allow this as an option? Thanks"
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