25 results found
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Column View for ALL financial reports
It would be very beneficial if there were column views on ALL of the financial reports. There are column views on the balance sheet and income statement.... but can it please be integrated in the trial balance and detail trial reports? There are certain reports we ran and need from FIMS that we could get exactly what we wanted if we had this option.
The reports we are pulling now in place of it have way too much information on there that is not needed. If I can pull a detail trial with certain accounts selected then have a column…
24 votes -
Financials: fund balance (show $0 balance funds)
Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.
27 votes -
investment performance
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…
20 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
19 votes -
YTD Budget view comparison of two different years
I would like to be able to pull a financial report that would give me current month actual, annual budget, ytd actual and prior year month actual, and prior year ytd actual. We currently give our board current year information and prior year information to determine how we are doing.
23 votes
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