43 results found

1. 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,

   24 votes

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   3 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

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2. financial statement settings

   There should be a Financial Statement setting option to round to whole dollars. It is standard to print financial statements for presentation rounded to the nearest dollar. This was a simple setting in the Financial Edge system we used before converting which was at several years old.
   There should also be more flexibility in the columns chosen for the financial statements. As an example there is no option to have a month and ytd comparison with the current year and the prior year on a single page. This was a standard report in our previous system and at every place I have worked. Since this is a web based system it would be nice to have a drag and drop type of financial statement options.

   There should be a Financial Statement setting option to round to whole dollars. It is standard to print financial statements for presentation rounded to the nearest dollar. This was a simple setting in the Financial Edge system we used before converting which was at several years old.
   There should also be more flexibility in the columns chosen for the financial statements. As an example there is no option to have a month and ytd comparison with the current year and the prior year on a single page. This was a standard report in our previous system and at every place… more

   9 votes

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   0 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

3. Fund Balances By Quarter

   At times I need to manually calculate/verify a fund's spendable balance. To populate the worksheet I use that means I have to look at 12 different quarterly statements to get the values for 12 quarter rolling average. Would love a way to get 12 quarters of balances with one click.

   7 votes

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   1 comment  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.