Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods? I've been told that investment reporting only occurs on closed periods, so it seems like the functionality may already be available or easily converted to be similar. Obviously, staff still need the full access, but the donors do not need this confidential information until we are ready for it to be published.
Anna Wagner
shared this idea
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Wendy Ponting
commented
I think this would be a great option that icould be turned off or on by the Community Foundation. Not a required setting.
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Elizabeth Messerli
commented
In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the fund statement isn't correct.