Pools

Pools

The Pools tab in Config shows all pools along with the fund count in each pool, checkbox indicating if the pool is an income pool, the pool account number, checkboxes to indicate if the pool is a fee pool or a spending policy pool.

Click the ellipsis button next to the pool name to either edit or delete a pool. When the pool is edited, a list of funds in the pool is displayed. Funds can be added to the pool on this page. If the pool is added here in the Fund Investment Tool and that fund does not exist on the pool in the finance system, then the next sync will remove the fund on the pool record in the Fund Investment Tool.

Some data has been edited for security purposes.