Improved Revenue and Expense Reporting on the Fund/Grant List

Modified on Fri, 08 Mar 2024 at 06:08 PM

Business Value

The fund/grant list is used to provide summarized data to support reporting. The list can now display budgeted and actual revenues and expenses.

Feature Details

The amounts are enabled by defying thE GL Account filter ranges for revenue and expense accounts  in Fund Accounting Setup, then adding these fields via personalization to the list page.

The Fund Card will also display these amounts.

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