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A fund's ledger and its donor reports - Product News

See every movement of a fund's Available Amount month by month, and preview, produce and publish a donor report for any dates.

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What's new

  • The ledger. A fund's record has a Ledger tab listing Distribution Amount changes, payments paid, payment edits, deletions and refunds in date order, with a running Available Amount. Choose a Month to see that month's opening balance and entries. See A fund's record and its child funds.
  • Donor reports. A fund's Donor reports tab previews a report for any dates: every distribution with its recipient, amount and date, the current balance, and a contestable summary of each funded application's round, Approved Amount and milestones complete.
  • Numbered recipients. Turn Show recipient names off and recipients read Recipient 1, Recipient 2 and so on.
  • Download and publish. Produce report makes a PDF with the same content as the preview. Once it is ready, select Download PDF, or Publish to mark it Published.