Opportunity Expense Report for Funders
When I associate revenue and expenses to an opportunity, I then need to be able to report on all the expenses for that opportunity and the associated attachments.
Why: nonprofits have to send funders a report showing where they spent the money, how they spent the money and proof (attached receipts uploaded to the expenses).
4
votes
AdminGrant Elliott
(VP of Product Manager, Foundant Technologies)
shared this idea
There is an option to filter a Statement of Activities by Opportunity. This will give a report of all revenue and expense for the specific opportunity. If a User selects copy to clipboard, the report can be copied to excel.