Search found 3 matches

by cwright
Fri Aug 21, 2009 1:05 pm
Forum: Accounting
Topic: Custom Reports
Replies: 4
Views: 825

Re: Custom Reports

Eric,
Thank you very much for your prompt reply. I think your suggestion will help us get the report content we prefer. Thanks a bunch for the clarification on renaming the accounts.
Have a wonderful weekend.
Cindy :D
by cwright
Fri Aug 21, 2009 11:17 am
Forum: Accounting
Topic: Custom Reports
Replies: 4
Views: 825

Re: Custom Reports

Eric, Thank you so much for your suggestion. If I am understanding you correctly, we can go into Maintain List of Accounting Funds and change the Fund Numbers of Funds which have been closed. For instance, change Fund #54 to CF54 (Closed Fund#54). So, all of the old data would be available for use i...
by cwright
Fri Jul 17, 2009 1:30 pm
Forum: Accounting
Topic: Custom Reports
Replies: 4
Views: 825

Custom Reports

We would like to get the Accounting Fund Balance Report but exclude funds which are effectively closed. The predesigned report does not offer an option to exclude funds with zero balances and no activity. I attempted to custom design a report but the options required to do this were not available. I...