admin fees
We need the flexibility in the fee structure to access a fee per account versus the total of all fund assets. We have donors who allocate their funds between a cash account, pooled account and/or invested accounts. We have a different fee structure for each of these GL numbers. It would be helpful to be able to add that dimension to the fund structure. Thanks!
Within a fund fee type, there is an option on the left side menu to exclude accounts. You could create an admin and exclude the other bank/investment accounts.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.