Fund Statement Template Fields: add all account types
It would be very helpful if the fund statement field available for equity accounts - equity_(account number) - were available for all account types (income, expenses, assets, liabilities). We have some unique calculations that are needed for certain fund types and if we could just pull account balances from specific accounts, we would be able to do the calculations on the template. But since the various account types (except Equity) can only be displayed within their own "block", we are unable to make these calculations and therefore have to produce the statements outside of CommunitySuite.
Christine Stammer
shared this idea
9/4/2024:Templates: Updated Fund Statement templates to include: Fund Steward {steward_name}, Track Spendable {track_spendable}, Do Not Enforce Spendable {no_spendable_enforcement}, Salutation{salutation}, Account_Balance for assets and liabilities, Account Balance YTD, Work Org {work_organization}, Site EIN.
