30 results found
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Budget % Over year automation
When putting in a budget for a fund, is there a way to have it not spread evenly out over the 12 month period? For example, can you allocate different % to different quarters? Like 20% Q1, 25% Q2, 35% Q3 etc. I know there is a manual way where you can put in a specific number for each month, but automating this with % amounts per quarter/month would be great.
9 votes -
Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports
Please add the option to save changes made to the Report Columns options when on the Print screen in Financial Reporting. The new changes made in Financial reporting allow for additional print options, but it is not possible to save these changes for future use. Please provide the option to save these changes so they can be loaded when re-running these financial reports in the future.
8 votes -
Department Codes per GL Line
It would be amazing to have the ability to set up department codes as an optional field that can be selected on each line item when entering a voucher, and thus show up when looking at the GL detail for each expense item.
We have started doing our budget to actual reporting internally by department and some accounts are used by multiple departments. This would be a huge help!
16 votes -
open books need a warning or a password
Hello! We just had an issue where we accidentally opened the books back 10 years because of a typo in the date - can you please either put a warning on the open books feature or password protect it if it goes beyond 1 year? This caused a big issue from some Small Dog fund updates that did not close properly after reclosing the years.,
11 votes -
Rename one financial report on new print option
With new sandbox release on 11/19/24- Be able to rename a report on a one time basis on the print screen. Instead of in the settings where you can change the name for "Balance Sheet, Income Statement, etc" as the default name, we want it on the print screen. There are options to rename the columns, but let's add it for the report name on the same screen for a one off basis. :)
8 votes -
Underwater Report - Rolling Average
We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.
6 votes -
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
4 votes -
check box to include zero balance quarters when calculati
Could you add a check box to include zero balance quarters when calculating Average trailing Quarter balance when establishing fund fee types?
1 vote -
Visual Presentations Using Charts (with GL data)
In the old saying, "a picture says a thousand words", could pie and/or bar charts be available in the following areas:
Balance sheet - Cash and Investments, by GL account number, be shown in a pie chart.
Statement of Activity - Investment income items, interest income, dividend income, realized gains (losses), unrealized gains (losses) be shown by month in bar chart
Statement of Activity - Donations/Gifts, Grants actual compared to budget be shown in a bar chart.
19 votes -
Ability to Build Custom Financial Statements in the Reports Section
There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.
36 votes
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