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1 result found

  1. 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!

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    0 comments  ·  Funds  ·  Admin →
    Declined  ·  AdminLeAnn M Hillman (Product Manager, FIMS and DonorCentral, 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:

    Design Statement Samples (document360.io)

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