fund statements - should not produce for funds opened after the timeframe being run
In our most recent batch of quarterly fund statements for the 2nd quarter for 2022, the system produced statements for funds that were just opened in 3rd quarter. The system should take fund open date into account when producing quarterly statements. You will always be running them after the end of a quarter and likely have new funds opened between the quarter end date and when you run the statements. This had not been an issue for us in the past and seems to be a glitch in the recent fund statement updates.
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Sally Weldon commented
Would be nice to see some Foundant feedback on this post. Our fund statements are critical to our relationships with our donors, if they aren't right it looks very bad on us.