JesikaEllis
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JesikaEllis ✭✭✭
Comments
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@CarolReynolds Yes, the info can be pulled into a spreadsheet (or two) - but I found the process requires combining two spendable reports: one for the last day of our fiscal year (6/30) and then one from the first day of our next, once spendable calculations are loaded (7/1). Of course, this requires us to have NO OTHER…
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@KellieUtzinger I've been in both, so I was preeeettty sure I knew what you meant ☺️ @KelleyHoagland We used to send out a letter generated outside of our previous database (FIMS) that had a simple table merged directly into it with the fund and spendable amount information that had been exported. We have since made our…
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@KellieUtzinger Do you mean a letter conveying what their spendable balance is for the coming year, after calculation?
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@CarrieMiller This is an interesting situation! I am curious what challenges/issues you suspect may come up?
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@KaraGeiger This is what I proposed last year when I was moving to a full-time database wrangling position (I'd been part-time for some years). The title didn't happen (we stuck with Database Manager), but my job is exactly these things. I believe everyone needs a single, dedicated CSuite guru on staff! @JaneLitz you may…