Add custom codes for Funds to Financials filters please
We would be super happy if you could please either add Fund custom codes to the Financials reporting filter or if that doesn't work, please make Financial reports one of the "default" reports so that we can include a custom code filter in our export. Our auditors need to see our "funds" broken down a specific way and we do not want to revamp all of our fund groups.
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Missy Belles
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Ask and you shall receive...this was released on 8/4/2024:
- Financials: Updated Financial reports to allow for Fund Custom Fields as filters. Users will not be able to use custom fields that are nested list and multiselect.