Sage 50 Accounts

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New

over 2 years ago

New Charity Report: (Transactional) Trial Balance by Funds

The Charity module has reports for "P&L by fund" and "Balance sheet by fund" (among other things) - what would be really useful for some management account production would be a Trial Balance by funds. I'm told by Sage's experts that this doesn't exist and I should suggest it, so here I am suggesting it.

Jenny Rofe-Radcliffe

Jenny Rofe-Radcliffe over 2 years ago in reply to Chris Taylor

I use the "Fund Nominal Activity" report - but it would indeed be much more convenient if nominal transaction reports had a "Fund" column!
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Chris Taylor over 2 years ago

Totally agree! Also for nominal transaction reports to show charitable funds. The charity reports aren't very useful - eg statement of financial activities report shows all restricted funds consolidated, which isn't very helpful.
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Sage 50 Accounts

New Charity Report: (Transactional) Trial Balance by Funds

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