RosieSprangers

Comments

Let's see if anyone else weighs in - I always like to know what auditors are looking for!

in Audit Comment by RosieSprangers May 2020
Hi Jennifer! Could you give a little more information about what your auditors are looking for? I think a lot of our clients jump into the account record and then pull the GL detail by account for their auditors. Is that different from what your auditors are looking for? Thanks!

in Audit Comment by RosieSprangers May 2020
Hi Joan, Great question! I'm curious to know if anyone is considering a change because of the down market. One thought (and perhaps you've done this!) - could you calculate admin fees like normal in CSuite, then change the admin fee calculation to use average trailing quarters and calculate them again? That way you could…

in Calculating Admin Fees-Using Average Daily Balance or Average Trailing Quarters Comment by RosieSprangers April 2020
Hi Andrew! My name is Rosie. I'm with Foundant and also live in Wisconsin. It's spring here today!! I'm glad you started this thread and it will be great to see who else responds from our state!

in Wisconsin Comment by RosieSprangers April 2020