Filter date ranges in account / grant / project records

Many grants have different periods than the calendar year. This means that in order to take a quick glance to see where a grant stands, you have to take the first year totals and change the filters to the next year to figure out what is going on. It would be helpful to be able to change the date range to match the period the money covers within the account to be able to have a better idea of what the account balance is rather than having to add two years or pull a report every time.

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  • Aug 2 2024
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