Settings and activity
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175 votes
Ann Fisher
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207 votesAnn Fisher
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6 votesAnn Fisher
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Ann Fisher
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26 votes
An error occurred while saving the comment Ann Fisher
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123 votesAnn Fisher
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13 votesAnn Fisher
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31 votesAnn Fisher
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147 votes
After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.
Ann Fisher
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15 votes
An error occurred while saving the comment Ann Fisher
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The desired balance sheet format can be created in the accounts area in "Financial Views" on the left side menu. We have reports with different grouping views so we can order our long-term liabilities after current liabilities.
It would be nice for bank reconciliation report to populate after clicking the reconcile button. Currently after I click on "reconcile", I am redirected back to the bank reconciliation list. I then need to click on 'history report, then click on the date, then click print page, then click in my browser settings to print and/or save to PDF, and then finally the last click to actually print. If someone knows a better way to avoid all these extra steps and clicks, please let me know. It would be ok if we only had a few accounts but we have several.