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13 results found

  1. Admin Fee Edit

    It would be very helpful to be able to edit the calculated admin fees prior to posting. Similar to how distributions/spending calculations can be edited prior to posting.

    23 votes

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    2 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Admin Fees Visible to Fund Holders

    Can we offer a tab in the fund portal for fund holders to view admin fees on demand? Our current option to offer the financials tab is more than we'd like to release, so separating out just the admin fees would be a nice feature.

    4 votes

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    0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Admin Fees

    Please add the 12 individual quarter balances that are used to calculate the average for Admin Fees to the Admin Fee Audit Details report. The 12 individual quarter balances are included in the Distributions Audit Details report (column O) but it would be helpful to have it in the Audit Detail reports for Admin Fees as well.

    8 votes

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    Planned  ·  0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Admin Fee Report

    When generating the admin fees, I would like to see the total calculation that the fee is being processed on. It shows in a description box but not in a column on it's own (nor does it show the total). Would be very helpful to make sure fees are calculating on portfolio balances accurately. This was something that FIMS included on their admin fee report, it showed both the full portfolio balance along with the fee column.

    9 votes

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    1 comment  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Fund Fee Types

    It would be nice to be able to have a fund fee type of 2% of each donation received or $300 minimum annually. Right now if you select % per donation it will not give you an option of a minimum fee.

    2 votes

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    0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Admin Fees

    In admin fees when assigning funds to a fund fee type, I would like to have the option to click ALL on the funds, we have a substantial amount of funds and having to select each one individually is very time consuming. THANKS!

    2 votes

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  7. Option to select manual admin fee expense account

    When assessing a manual admin fee on a fund, it would be helpful to have the option to choose an expense account other than the default admin fee account. For our organization, we have two admin fee expense accounts. One of these is set as the default and is often the one we want to use, but it would be helpful to have the option to specify the other account in some situations.

    Our current workarounds are: (a) process the admin fee and correct via journal entry or (b) edit the default account prior to processing the admin fee, process…

    2 votes

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    0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Admin Fee Custom Date Range

    We would like to be able to put in a custom date range(or end date) to calculate an admin fee on a fund. We do Fiscal Sponsorships and Special Projects that don't always end perfectly within a quarter range. Right now it assumes the last average daily balance through the end of the quarter which over states the fees. You have to manually calculate the fee if it closes mid quarter.

    2 votes

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    1 comment  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Admin Fee function - need to wrap text in various fields to fit on one sheet of paper when hitting print page.

    Admin Fee function - went to calculate 3/31/22 fees today and hit print page and had to minimize the font to 65% to get all columns to fit. The text used to be wrapped in the Account and Description fields. Can we go back to this? otherwise the font is so small to read.

    2 votes

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    0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Allow zero dollar Admin Fees

    Please reinstate the ability to have a zero amount admin fee. We use them to monitor funds for which no fee is charged, such as internal funds and special projects. Having them in a specific fee type allows us to review them quarterly for changes in status. It also assures someone looking at the fund that assigning a fee code wasn't just forgotten. Thank you!

    5 votes

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    1 comment  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  11. admin fee

    Check a box that allows sub funds balances to be grouped with main fund balance when running admin fee calculation - instead of creating and admin fee group. So that if the value of the funds together moves the total to a lesser tier. For example, if the main fund has $750,000, and the sub has $300,000 and you assess 1.5% on funds under 1 million, 1% on funds over $1 mill that the calculation combines the funds only to assess the 1%.

    2 votes

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    0 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Admin Fee max

    Would like to see an option for a maximum admin fee. We would like to limit the amount that our over $1million sized funds pay and right now we have to do that manually.

    6 votes

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    1 comment  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Choose When to Begin Charging Admin Fee for New Fund

    Oftentimes when creating a new fund, we won't want to charge an admin fee for the first quarter after the fund is initially set up. However, there is no option to choose when to begin charging an admin fee for a new fund. Currently, we either have to leave off the admin fee of the new fund and remember to return after charging the quarter's admin fees to add a fee code or we have to go ahead and add the admin fee on the new fund at setup and remember to review the list of new funds before charging…

    51 votes

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    2 comments  ·  Admin Fee  ·  Flag idea as inappropriate…  ·  Admin →
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