Financial Report Editing - Add heading to each page & rounding option
Allow options when printing reports directly from C Suite to show headings on multiple pages and remove decimal points.
12/16/2024:Financials: Added the ability to round financial reports. Users can find this new option in Edit Options, Round. Default will remove rounding, Rounding options are to the nearest: One, Ten, Hundred, Thousand, Ten Thousand, Hundred Thousand, Million. This will be using normal rounding rules. The rounding follows standard rounding rules (rounding up if 5 or more, rounding down if less than 5).
Important Notes:
Potential Imbalance: When using rounding, totals in reports may become unbalanced due to rounding differences across individual items.
- 12/4/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements along with customizing report titles and columns. In Financials, users will find Content in the left-side menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with the following merge fields: report date, title (this will pull the title from the Financials Settings), filter values, report timestamp, and report title. Settings is also a new left-side menu that will allow users to rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left-side menu option called Publish. Print will be a print option with the header and footer content areas added. Print will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show, and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left-side menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CommunitySuite and Print Page option.
- When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.
- Permission: Added permission for Settings. Will be released with Admin Permission only.
- Resources:
- Financials Content
- Financials Settings
- Financial Reports Overview
- Audit Report
- Balance Sheet Report
- Income Statement Report
- Balance Change Report
- Balance Trend Report
- Fund Balance Report
- Audit Balances Report
- Trial Balance Report
- Detail Trial Balance Report
- Statement of Functional Expenses Report
- Investment Report
- Financials: Updated the financial reporting to roll up the left-side menu once a report is selected. This will allow for options in the left-side menu to be more visible to users. We have updated the columns for Month over Month, Year over Year, and etc. to display the date range of the column header. If the financial report is over 2 time periods, the Change and Percent columns will display.