Includes a number of custom searches that help give an overview of financial information. 
Useful for financial and bookkeeping staff of an organization.
 
Custom searches include:
 
  • Engagement Summary
  • Contact Financial Summary
  • Contact Financial Exclusion Summary
  • Contribtions with Pricesets
  • Financial Aging

This extension also adds an extra "Financial Summary" tab onto every Contact record. This shows the overall current balance, as well as supporting details. 

Author: 
Sarah Gladstone
Maintainers: 
Fully Qualified Name: 
com.fountaintribe.financialsummaries
Git URL: 
https://github.com/sgladstone/com.fountaintribe.financialsummaries
Development Status: 
Stable

Releases