Rollups Overview

Keep in mind...

• Access Level: Student Org Admin, Org Admin

• This article is intended for users with Publisher or Administrator access in Suitable. If you don’t have one of these roles, some of the steps outlined below may not be available in your account.

• Ineligible Roles: Member, Leader, Manager

• Rollups are visible in two key areas of the platform, both designed to help administrators and users understand aggregate financial activity across multiple accounts.

Fund Account Landing Pages

When you navigate to a fund account, you’ll find a Rollup Summary section at the top of the account’s landing page.

This rollup:

• Summarizes all child accounts directly linked under this fund.

• Displays the aggregated totals for:

  • Available Balance

  • Current Balance

  • Pending Expenses

  • Approved Expenses

  • Actual Expenses

    Example: If a fund account oversees 10 student organizations, the rollup displays the combined financial activity of all 10, giving a holistic view of how allocated funds are progressing through the purchase request lifecycle.

How to access:

Step 1. Go to the Finance tab from the main navigation.

Step 2. Click into a Fund Account that has child accounts (such as spend accounts or other funds).

Step 3. Review the Rollup Summary section displayed at the landing page.

If you have additional questions, chat with us below or send us an email at support@suitable.co.