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Categories Financials
Created by gurdeep bains
Created on Jun 16, 2023

Need Fund Statements that show opening balance + receipts - payments = closing fund balance

Right now it is very difficult to pull together a Fund Statement that shows all activity in the fund as you need to pull the revenue and expenditure reports and somehow "cobble" a fund statement together.

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  • Lily Morgan
    Mar 11, 2025

    We need a statement of activity.... showing revenue and expenses by fund.... see the example attached.