Skip to:

  1. Skip to Jira Navigation
  2. Skip to Side Navigation
  3. Skip to Main Content

Correct totals on both SSDT Revenue and Expenditure reports (FNDREVEX)

Description

The totals on the SSDT Revenue and Expenditure Report by Fund and by Cash Account are expressed incorrectly.  The report is adding the total revenue and total expenditure figures and showing this as a grand total.

Treasurer suggested it should show a total for Revenues, Expenditures and then a grand total should be Revenues minus Expenditures.  

To Do

  • recreate BOTH of the template reports mentioned above as canned reports.  The grand totals should be expressed as Revenues minus Expenditures.  The new canned reports should show in alphabetical order under the Report menu option.

  • remove the existing template reports

  • reports should be expressed as the effect on cash (expenditures will show as negative amounts, revenues as positive amounts)

Environment

None

Activity

Former user July 11, 2019 at 7:37 PM

Section for Revenues and Expenditures Report added to Reports > Canned reports

Jodi Becher April 9, 2019 at 4:23 PM

This report cannot cope with the differences in the grand total as a template report.  I will move this to the epic backlog and note as a "Known Limitation" on the release notes.

This report will have to be rewritten as a canned report.

Fixed

Details

Assignee

Reporter

Story Points

Fix versions

Times Requested

2

Source

Documentation Required

Completed

Time tracking

3h logged

Sprint

Priority

Better PDF Exporter

Created March 21, 2019 at 4:24 PM
Updated August 5, 2019 at 2:19 AM
Resolved July 11, 2019 at 7:37 PM