3 results found

1. Income Statement column options

   I would love the ability to have both monthly and YTD figures on a single report, as this is the preference of my Board. Currently, the only way to achieve this is to run two separate reports, export them as csv, then merge them together. This works okay-ish so long as both reports have the same account line items, otherwise the raw data doesn't line up. THere is also a fair amount of formatting involved.

   Any way to be able to pull monthly and YTD income figures together?

   3 votes

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   0 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Released to Sandbox  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left hand menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CSuite and Print Page option.

   When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.

   Permission: Added permission for Settings. Will be released with Admin Permission only

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the… more

2. Date and time created added to all financial reports

   It would be nice to have the date and time you created a financial report to be printed on them. I may have printed two reports and needs to see which one was first.

   19 votes

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   0 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Released to Sandbox  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left hand menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CSuite and Print Page option.

   When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.

   Permission: Added permission for Settings. Will be released with Admin Permission only

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the… more

3. Column Options and Order for Financial Statements - SOA & SFP

   Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in financials is a weakness and just too many steps to do every month, as well as leaving too much room for error in doing these multiple steps. In working with several other software packages in previous jobs and creating financial reports in each, we often used an offset # (e.g., -3 for March, if your year-end is June) and were able to designate various arrangements/combinations of columns for our SOA, for example. Just by using the offset and previously setting up report formats #’s designating what was needed in each column, we could run financials with just a couple of menu clicks. Following are some examples of column comparisons that are helpful/necessary to have in various instances:

   Example:
   Current Month Actual
   Current Month Budget
   $ Variance from Current Month Budget
   % Variance from Current Month Budget
   Current Month Actual
   Current Month (Prior Year) Actual
   $ Variance from Current Month (Prior Year) Actual
   % Variance from Current Month (Prior Year) Actual
   Current YTD Actual
   Current YTD Budget
   $ Variance from Current YTD Budget
   % Variance from Current YTD Budget
   Current YTD Actual
   Prior YTD (Prior Year) Actual
   $ Variance from Prior YTD (Prior Year) Actual
   % Variance from Prior YTD (Prior Year) Actual

   Could you please consider updating financials to include easier options as to which columns to pull in and it what order when you need a number of columns on the report? (e.g., monthly amounts for current year/prior year/budget, year-to-date amount for current year/prior year/budget, and associated dollar and % variances between any two columns)? For our board report, we currently have to pull together three templates into another custom report, then extract numbers from that custom report, delete various columns, and then drop that into an Excel file. Overall, your software is great, but the limitations with column setup in… more

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   13 votes

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   2 comments  ·  Financials & Budgeting  ·  Delete…  ·  Admin →
   Released to Sandbox  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left hand menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CSuite and Print Page option.

   When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.

   Permission: Added permission for Settings. Will be released with Admin Permission only

   11/19/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements, along with customizing report titles and columns. In Financials, users will find Content in the left hand menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with merge fields: report date, title(this will pull the title from the Financials Settings), filter values, report timestamp, report title. Settings is also a new left hand menu that will allow users rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left hand menu option, Print. Print will be a print option with the header and footer content areas added. Publish will remove all lines on the report and it will print on a white background. Once Print is selected, the… more