The New Spending Interface has a suite of new reports to offer!
To view the new reports go REPORT> VIEW REPORTS> SPENDING
Estimated Spending Report (with Column Grouping and Drill Down)
You have the ability to change which columns and spending rules display by using these drop downs at the top:
Flagged Funds will display at the top. A fund will be flagged if:
- Negative Distribution
- Estimated Net Distribution will bring fund below 0 if entering distributions as of current posting period
- Fund has no Market Value as of prior period
By clicking the numbers in blue text you can drill down to display the math behind them:
Note: The spending proof sub-report does not currently factor in all variables. For example, adjustments to the Historical Gift Threshold, and other underwater restrictions.