26 results found
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Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
5 votes -
Budgets: Update entry view
It would be most helpful, on the budget entry screen, if the 3 columns on the left that identify the individual accounts (Type, Account, and the Account Name) remained in view as one scrolls to the right across to different departmental budgets. We run 5 organizations, each with a multitude of active funds, and it's quite difficult to isolate a certain GL for entry within a fund that's a far distance to the right across the funds list.
4 votes -
Financial View - Mix of Revenue & Expense
We would love to present investment returns netted with custodial fees for our internal financials and fund statement financial view groupings. This is the proper presentation per FASB. However, the system does not allow for a mix of revenue and expense accounts in a financial view grouping. Changing the classification of the fee expense account to a revenue account is counterintuitive.
An idea would be to change the type options to Assets, Liabilities, Net Assets, Income Statement to allow the user to define a mix of revenue and expense accounts as they need.
4 votes -
balance swap filter
In Cash Management - Balance Swap - Add Filter, when you select "From Account" or "To Account" and then checkboxes, a "Select All" or "Select None" option needs to be added AND/OR a Reverse Filter option in order to select only some of the accounts listed at a time. When you select "From Fund", a filter by Fund group, subgroup and/or division option would be great! Also, an ability to save the report as filtered would be appreciated. THANKS!
4 votes -
Add another level of sorting/grouping on Audit Report
If we could add another level of sorting to the audit report I could use just this report for our year end audit fund summary. Now I have to choose to either sort/group by division/investment strategy or group then do a vlookup to get the other piece. It's so close to perfect!
3 votes -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
1 vote
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