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Some funds with positive ending balance receive no allocation

Last post 02-20-2009 11:10 AM by Nancy Williford. 2 replies.
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  • 02-19-2009 5:47 PM

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Some funds with positive ending balance receive no allocation

    I am running an allocation using the allocation management module.  It has been working great for 6 months.  However, this month when I added 4 new projects to the list of 450+ projects, these new funds are not receiving allocated income.  All 4 have positive ending balances.  The allocation is set to run based on ending balance.  The other 450 projects are set up the same way and they receive allocated income.  Has anyone had a similar problem?  Does anyone have any ideas what I've done differently this time?  Thanks for your help.

  • 02-20-2009 9:35 AM In reply to

    • Terry Milius
    • Top 150 Contributor
    • Posts 54
    • Organization: Southern College of Optometry
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Some funds with positive ending balance receive no allocation

    Even though you may have added the new projects to the pool, you may have not added them to the allocation.  This has happened to me before. You can refresh from the pool or add them manually.

  • 02-20-2009 11:10 AM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Some funds with positive ending balance receive no allocation

    I tried adding it to the allocation by refreshing from the pool and a second attempt by adding manually.  It didn't work either method.

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