5 results found
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Display zero balance and unused accounts as zeros
PLEASE consider including all accounts in balance sheet and income statement reports. The condensed view is nice on screen but it would be infinitely more helpful either to see them, or at least to have them export as zeros. It would save so much time in multi-fund reporting to accurately copy and paste columns of figures including zeros and unused accounts knowing they would all land in their respective cells in a spreadsheet containing the full GL. If this functionality exists, please let me know how to produce it!
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.
8 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.
19 votes -
Budget to actual reporting
Have the ability to customize financial reports with funds across the top for the budget to actual reports.
2 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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