Alison Moeller

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  1. 10 votes

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  2. 9 votes

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  3. 15 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  Bryan Geary responded

    The way this will be implemented first is going to be a new drop down under the balance sheet. You currently have one for agency that breaks it up into agency and non-agency numbers. The new one will be called “Agency-Liab” (or something like that) that will do some calculations for you. In the liabilities section, it will add a line called “Agency Fund Liability” that will be the total of the assets – liabilities for agency funds. In the equity section, it would decrease the equity account balances (and remove the links) by the amount for agency funds in those lines.

    Would that cover what you need?

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    Alison Moeller commented  · 

    I think so... would have to test to make sure it pulls through correctly...

    Alison Moeller supported this idea  · 
  4. 25 votes

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  5. 22 votes

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  6. 8 votes

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