Allow UDFs for Funds.

WE have many funds which relate to projects we have around the world. Some are in sensitive areas, and I would like to be able to flag that fund as sensitive (or not sensitive). Adding the capability of adding UDFs to funds would allow me to deal with this easily.

As well, this may be helpful when exporting data to some accounting software where eTapestry currently has no way to generate what the accounting software requires, seeing that there is a limited amount of information for each fund the way eTap handles funds.

  • Guest
  • May 20 2016
Data Entry
  • Attach files
  • Robert Burch commented
    June 14, 2017 11:36

    I am currently using the accounts and notes fields in Funds for this sort of thing as it is possible to put text in the account fields.  However, I have run out of fields and fully support your proposal.  What is worse is that the Receivables Account is not a field available when creating a report.  I consider this a bug but Blackbaud support disagree as they say it is used in their own Accounting Exports.  However, if their exports are not right for one's organisation, there is no way to modify them.

    Attachments Open full size

Related ideas