Comments
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It depends on which field you are using for purpose but it should be available. I usually see purpose either in fund summary (use {{fund_summary}} for that one) or as a custom field which would be something like {{cf_fund.purpose}} where purpose is the import code on your custom field. If you are using the internal…
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There are a few ways to get to this data. Probably the most versatile is in your GL Transactions area. Choose your spendable equity account as the account and then the date range and (optionally) a fund. You will see every transaction that affected the spendable balance. You can then use the raw export to filter, sort and…
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Since you want the separate 990, a division will be best as that allows you to use the 990 reports. Basically, you want everything related to the farm to be in a separate fund (or funds) and assigned the new division code. By default, all of the financial reports will include everything. So you would either want to use…
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There is not a setting for a max admin fee. But you can make it easier to find which ones are over the max using the Admin Fees custom report. Add the following fields : Funit ID, Fund Name and Amount. When adding Amount, use the "Sum" button to the right in the Aggregate section. Add two filters: For Post Date, use…
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Nevermind... Confusing 1099 and 990!
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Are you talking about the IRS efile? Or 990's going to the recipients?
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Hi @BillAndrews! Instead of the balance sheet, try running the cash flow financial report. This allows you to see the change in your assets rather than a snapshot of the balance at a particular date. You can run this for a date range then use the drop down for period analysis. The options are year, quarter, month and day…
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I use an Epson WF-7720 Multi-function printer/scanner. It's a bit large, but it has worked really well. Good speed and does duplexing. Can scan across my network and deliver to my laptop wirelessly. It does do the auto feed well for regular sized paper, haven't tried it with receipts so I can't speak to that, but…
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I-O Carol!
