+Add Filter = Investment Strategy to Financials
It would be VERY helpful to be able to Filter on all the Financial reports by Investment Strategy to assist with reviewing fund activity via Trial Balances for special group of funds that do not participate in the pool. It is very easy to book donations, grants and vouchers to incorrect funds.
4
votes
Susan Lotreck
shared this idea
3/6/2024: Financials: Added Investment Strategies as an edit option for Balance Sheet and Income Statement Reports.