This would be great to be able to amend a fund to a different fund type and date stamp the change so it preserves ledger/financial history under the correct fund type. Retiring and Adding a New Fund overstates our 'new' funds for the year and does make reviewing historical ins/outs a challenge. Also creates a manual ATS setting process as we don't require them to wait to start granting from the fund like most new funds. Would appreciate your consideration.
Liz Kurtt supported this idea ·
This would be great to be able to amend a fund to a different fund type and date stamp the change so it preserves ledger/financial history under the correct fund type. Retiring and Adding a New Fund overstates our 'new' funds for the year and does make reviewing historical ins/outs a challenge. Also creates a manual ATS setting process as we don't require them to wait to start granting from the fund like most new funds. Would appreciate your consideration.