Settings and activity
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28 votes
Patricia Zeiler
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28 votesPatricia Zeiler
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27 votes
An error occurred while saving the comment Patricia Zeiler
commented
During this years' audit when preparing the fund balance report between TR & UR any new funds opened with $0 report is not pulled into the FB report. It would be extremely helpful to include ALL funds, so that our auditors can actually identify new funds so they can test the controls properly. There are times when we have very old funds reopened and are used again. Also, would like to have ALL planned gifts pulled into the report due the timing of when a new fund was opened and when the donor passes away.
Patricia Zeiler
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An error occurred while saving the comment Patricia Zeiler
commented
We use the fund balances in reviewing the funds for appropriated roll-up. We have over 3,500 funds and this is one way to look at funds globally, especially if some funds need to be retired.
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30 votesPatricia Zeiler
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48 votesPatricia Zeiler
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26 votesPatricia Zeiler
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123 votesPatricia Zeiler
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112 votesPatricia Zeiler
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19 votesPatricia Zeiler
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40 votesPatricia Zeiler
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29 votesPatricia Zeiler
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This is extremely important at Year End when we process over 1,000 grants/expensed as of 6/30. Issue Checks after 7.1.
By not being able to bulk edit, the payment dates on the grants they are moved into Accounts Payable at year end and we have to back those amounts out of our audit financials.
I am going to add a new idea as when we create a spendable grant we should have an option for a different payment date, which my issue is this huge time saver and accurate payables.