Some clients were missing out on our Fund Documents Report. This has been rectified with this deployment. All clients now have the Fund Documents Report published in their Other report folder. This report provides a listing of documents that have been uploaded to Funds.
Expendable Funds and User-Defined Reports
The Profile Data source within the User-Defined Reporting (UDR) tool has been updated to pull in Expendable Funds. Both your Endowed Funds and Expendable Funds can live on the same UDR! If you are using the Profile Data source and do not wish to include Expendable Funds within a UDR, a filter needs to be added to exclude Expendable Funds.
Percent of Income and Percent Average spending rules now display "Annual % To Distribute" in the spending calculation parameter setup.
Location: Organize --> Spending Rules
Updated wording within the Utilities feature; "Use Values As of". Previous text read Market Value As of.