Distribution Audit Details - Make available prior to posting
It would be highly beneficial for the Audit Details export information to be available prior to posting distributions. Without posting distributions first, the quarter ending values used to calculate distributions are not available. This makes it difficult to compare year over year data to ensure accuracy. Having the quarter ending values used in the distribution calculations prior to posting distributions would negate the need to run all distributions in Sandbox first. We discovered 2 errors in cSuite calculations due to posting in the sandbox where cSuite was not calculating QEV correctly. Access to these values first is paramount to quality review before posting.
Tiffany Peterson
shared this idea
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Susie Lotreck
commented
Yes please make the audit detail report available before being required to post. We are running projections of distributions for our agency funds for their FY2024 budgeting needs. I should not have to post these spending amounts in order to access the audit detail report. For this first time doing projections out of CSuite, I had to post the calculations, export the audit report and then unpost and delete that distribution projection.