Add the temporarily restricted balance as a choice in the Data Grid in Funds to use in determining spendable.
We only give the spendable calculation if it is supported by temporarily restricted funds. Currently have to run a Fund Balance Report and add the Spendable Calculation to it!
2
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anita
shared this idea
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AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
AdminLeAnn M Hillman
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Temporary restricted balance can be shown in the Fund Balance report or in a financial columnar report. After creating the columnar report format in Design Statements in General Ledger, use that statement code in a fund statement export. The available to spend and the individual balances are contained in that export: