Statements - Fiduciary Funds Statement Settings

Statement Setting Pro Tips: 

• Use Common Settings to set your rounding and decimal preferences for the entire report.
• Simplify maintenance by accessing Dynamic Figures to edit or change a version.
• Statement of fiduciary net position - Use Column Management to create a prior year column for comparison to highlight trends and changes in your fiduciary net position over time. Make sure to delete any unneeded columns prior to adding new columns.
• Statement of changes in fiduciary net position - Use Column Management to add your Fiduciary Funds and create a Total column for their combined values. 
• Statement of changes in net position - combined fiduciary and Statement of net position - combined fiduciary - To display your Fiduciary Funds in a single column, maintain their classification as Uncategorized in Fund Categorization. Assigning a specific category to a fund will cause them to appear as separate columns in these reports.