Spendable Optional by Fund on Fund Advisor Portal
We need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.
1
vote
Christine Stammer
shared this idea
- 9/19/2024:Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
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Julie
commented
Hi Christine, thanks for reposting. Please vote here: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48706160-new-portal-option-not-to-show-available-to-grant It's marked as Planned