Adjust admin fees; set admin fee max
I'm trying to 1) make adjustments to the 3Q2022 admin fees on just 9 of our 86 agency funds and 2) trying to figure out how to set a maximum fee charged to our agency fund fee groups per fiscal year.
We have two fund fee groups that we've agreed to charge a maximum of $10,000 per fiscal year on these fee groups.
Regarding 1) going into Home/Accounting/Admin Fee/Create, I can choose the Admin Fee Type to run. If I run the admin fees for all 86 agency funds, I don't have the option to edit the 9 that need adjusting. Is this possible? If not, any ideas for how to select just those 9 funds for manual admin fees and run the remainder as a batch?
Regarding 2) it would be very helpful to have the admin fee group allow for a maximum fee charged setting. Is this an option that I can turn on? Otherwise, I have to set a calendar reminder to analyze all fees charged to admin fee groups before running the 2Q admin fees. I'm running this analysis in 3Q this year because I assumed that CSuite made the adjustment. That's what I get for assuming!
Thank you for any feedback you may have!