Display fund code as well as fund in order history
In Order History (including Excel export), include option to display/filter by Fund Code, in addition to Fund. We have multiple cases where a single fund supports multiple fund codes (e.g., endowed fund split across multiple subject funds), often assigned to a single selector. Rialto's purchase details in the order history don't show the specific fund code used, making it especially tough to keep track of remaining balances while those orders await approval.
1
vote
Amy Witzel
shared this idea