Rev Share Start Date
When creating a new fund, can the Rev Share field include a start date like the Admin Fee field now does? We don't apply rev share until a fund is fully endowed.
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Jenni Hanna
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9/19/2024:Distributions: Enhanced distributions to look at the distribution start date on the fund record. If the distribution start date is beyond the create date, the fund will not be processed.
Funds: Added a Distribution Start date to the funds settings<distribution table. This will allow users set the distribution start date when creating a fund. Distribution start date is also available in Funds Bulk edit. This field is optional on the fund record.
