Multi-Fund Journal Entries and attachments
Journal Entry with multiple funds should all have the same JE ID number when posting a single transaction involving multiple funds and the file attachment should be available prior to posting. As you enter the Journal Entry you are unable to attach a file until after the entry is posted then you have to manually attach the file to each entry. Example, I just entered a Journal Entry related to a single transaction that involved multiple funds. The documentation is the same for all funds but I could not attach it until the JE was posted then Foundant divided the transaction into 10 different JE ID numbers. I had to manually attach the file to each JE ID number. This entry should have been a single JE ID number but does not work that way in Foundant. When looking at history you are unable to pull this transaction up as a single post. This is difficult for the Auditors to trace a single transaction with multiple funds through the system.
Tim Burriss
shared this idea
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Nicki Charles
commented
I don't understand how community foundations are getting by without this. This is a ridiculous task when you are pulling history and need to see all funds affected by what should be a single journal entry. If it isn't going to autobalance between the funds, there MUST be a way to connect these entries or make it possible to do one entry with multiple funds. The time that is takes and the margin for error is way to much.