Add the Project Balance Sheet information to the NXT Project view.

Need to be able to see the Balance Sheet balance by project in NXT.  We use Project Activity tab constantly in Database View, which includes the Income Statement activity by year, and the Balance Sheet to date. The Project Balance Sheet section needs to be added to NXT Project view because we post pledges to projects the Ending Balance on the Income Statement is not necessarily the cash balance. We also use two funds for one Endowment Project. One fund is the Project principal activity, and one fund is the Project operating spendable activity. We need to be able to see the Project principal account balances and the Project spending account balances, such as the Project Spendable Cash account balance versus the endowment cash account balance

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  • Jun 1 2018
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  • Melissa Bethancourt commented
    11 Mar, 2019 06:54pm

    For those of you who use this view the Project Balance sheet information in FE7 today, what filters (if any) do you use on the Activity tab?