display future year's spendable amount on fund statement
When creating fund statements at the end of the year, it would be useful to include the spendable amount for the next year on the statement.
Rhonda Pilkington
shared this idea
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Judy
commented
At year-end, is there a field that is or could be made available in the fund statement template that will pull the calculated spendable for the upcoming year for each fund? Right now I use a custom field and bulk update.
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Pam Dawkins Pieper
commented
I love the idea of having the upcoming year's spendable balance available on the Q4 fund statements but not whatever is remaining at the end of the year. That would throw off the Finance department. By early February, when Q4 goes out, I think any remaining spendable has been zeroed out.
Being able to put the new spendable into the fund statements will save us an enormous amount of time - now, we have to generate separate letters that get emailed separately, or printed and mailed with the statements that go out manually. -
Michelle Eggli
commented
Yes, this would be terrific.
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Madison Mussell
commented
It would be helpful if year-end/Q4 statements had a field to show the new spendable balance for the following year, along with the existing field showing the remainder of the spendable balance as of the statement end date.
Example, Q4 statement could show spendable balance as $100 remaining at December 31, 2022, and new spendable balance calculation of $2,000 for 2023 as of January 1.