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7 results found

  1. Account Transfer Parent/Child Account Warning

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Bill Nethercut supported this idea  · 

  2. Distribution Calculation Base Proposal

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Bill Nethercut shared this idea  · 

  3. Warning message if revenue share will push a fund underwater.

    32 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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  4. Make spendables a field in both the Fund Summary dashboard and the custom reports

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Bill Nethercut supported this idea  · 

  5. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Bill Nethercut supported this idea  · 

  6. display future year's spendable amount on fund statement

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Bill Nethercut supported this idea  · 

  7. investment performance

    20 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Bill Nethercut supported this idea  ·