Allow closing to multiple net assets accounts - predefine by revenue or expense codes

Ability to define the net assets account when setting up an account, and have it close to that rather than one default one per fund. Example: We have 2 funds - with donor restrictions and without. We also have multiple net assets classes in both of those funds - perpetual and purpose restrictions. Without donor restrictions but endowed by board, etc. It's tedious to have to relcass net assets all the time between the default closing net assets account code and the place we'd actually like it.

  • Kendall Gonzales
  • May 27 2021
  • Needs review
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