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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…

  in Merged fields in TY letters Comment by BryanGeary February 27
• 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…

  in Spending Policy Funds Comment by BryanGeary June 2023
• 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…

  in Divisions or affiliate? Comment by BryanGeary January 2023
• 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…

  in Adjust admin fees; set admin fee max Comment by BryanGeary October 2022
• Nevermind... Confusing 1099 and 990!

  in 990 efile Comment by BryanGeary June 2022
• Are you talking about the IRS efile? Or 990's going to the recipients?

  in 990 efile Comment by BryanGeary June 2022
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