Below are descriptions of the fields in Financials Settings.
- Navigate to the Financials page and click Settings in the left-side menu.
Depending on your system configuration, certain settings may not appear. If a setting is missing that you think you should have, please contact Support.
Fields
- Balance Sheet Name - Customizable name for the Balance Sheet Report that will display on generated reports.
- Income Statement Name - Customizable name for the Income Statement Report that will display on generated reports.
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Balance Change Name - Customizable name for the Balance Change Report that will display on generated reports..
- This report was formerly called the Cash Flow Report.
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Balance Trend Name - Customizable name for the Balance Trend Report that will display on generated reports..
- This report was formerly called the Cash Balance Report.
- Audit Report Name - Customizable name for the Audit Report that will display on generated reports..
- Fund Balance Name - Customizable name for the Fund Balance Report that will display on generated reports..
- Audit Balances Name - Customizable name for the Audit Balances Report that will display on generated reports.
- Trial Balance Name - Customizable name for the Trial Balance Report that will display on generated reports.
- Detail Trial Name - Customizable name for the Detail Trial Report that will display on generated reports.
- Under Water Name - Customizable name for the Under Water Report that will display on generated reports.
- Func Expense Name - Customizable name for the Functional Expense Report that will display on generated reports.
- Investment Name - Customizable name for the Investment Report that will display on generated reports.
- Account Balance Name - Customizable name for the Account Balance Report that will display on generated reports.
- Account Activity Name - Customizable name for the Account Activity Report that will display on generated reports.
- Inception Name - Customizable name for the Inception Report that will display on generated reports.