FundPanel Release - Winter 2024/2025

Modified on Mon, 20 Jan at 6:30 AM

The following features and improvements are now live in FundPanel:


Investor Portal Updates 

  • The Overview Tab can now have the Current Value and/or the TVPI Metrics hidden from the Admin section

    • To hide Current Value or TVPI from displaying on the Overview Tab, click into Admin > Organization Settings and scroll to Action Buttons

    • To view more information on the Overview Tab of the Investor Portal, visit the Investor Portal Walkthrough

    


  • Capital Calls tab:

    • The Paid Stamp in the Capital Calls tab has an improved UI

    • A strike through now appears over the Amount Due once the call has been paid 

Bug Fixes and Improvements 

  • CSV Import error handling improved

  • Xero Sync error handling improved

  • Validations added when xero org or Bank Account IDs are empty on Fund Accounts

  • Delete documents preview UI improved

  • Updated messaging for delete/download documents preview on the Commitment