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23 results found

  1. 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.

    24 votes

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    0 comments  ·  Financials & Budgeting  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    12-13-2024:Financials: Added YTD Budget with Prior Year actual to Edit Options on the Income Statement. This report will show the date range of the report in the actual column, budget for the date range, YTD Actual, YTD, Budget, YTD difference, Year Actual, Difference, and Prior Year Actual.  

  2. YOY Income Statement

    Fiscal Year Comparison on Income Statement -
    Please allow a way to show YOY fiscal comparison on this report. I can go in and edit date, but for calendar only.

    14 votes

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    2 comments  ·  Financials & Budgeting  ·  Admin →
    Implemented  ·  Holly Spitz responded

    Choosing the year over year column option in an income statement will return Year over Year fiscal comparison.

  3. Quarter End Balance (QEV)

    It would be helpful to have the QEV available for all funds and not just the ones with the spendable coding.

    Right now, we are being told to have the QEV show we need to edit the fund and give it the spendable code and distribution type then we need to go to the GL and run "rebuild QEV". It's either this or run multiple quarterly reports.

    4 votes

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    0 comments  ·  Financials & Budgeting  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Financials:  Added an Audit Balance report to the left hand menu in financials.  This report will allow clients to run quarter ending balances based on bank and investment accounts for a time period and by quarter or year. There is also options for fund balances based on total fund balances, principal, and spendable balances displayed by month, quarter, or year based on the date range selected.  Fund filters can also be applied to this report.  The default view is by quarter, selecting edit options will allow a User to change the time period.  This report will only populate quarter ending values for time periods if the month/quarter/year end is closed.

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