Wendy Ponting
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112 votesWendy Ponting supported this idea ·
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An error occurred while saving the comment Wendy Ponting commentedalso ad FUNITID in the export
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32 votesWendy Ponting supported this idea ·
An error occurred while saving the comment Wendy Ponting commentedAbility to add additional account types to allow foundations to group activity how they would like
Current P&L types include: Expense, Program, Adminstration, other expenses, payroll expense, professional fees, support, other income.
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69 votesWendy Ponting supported this idea ·
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An error occurred while saving the comment Wendy Ponting commentedTThis would be very helpful when trying to split contributions into separate funds. There really isn't a good way to calculate the updated value in csuite.
The performance calculation must take into account that additions and distributions should be treated differently than actual investment activity when calculating the returns.
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31 votesUnder Consideration · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) respondedWendy Ponting supported this idea ·
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24 votesWendy Ponting supported this idea ·
Include the fund name in the General Ledger description as well