fund balance on fund history page
Taking this archived idea back up: It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.
Pete
shared this idea
-
Madeline Bennett
commented
We just recently had a workshop for our nonprofits. They asked if the "export fund balances" excel sheet on the portal could populate the date of the pull as well as the balances. Definitely need this!!
-
Lynn Oltmanns
commented
It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.