How do I create an offset fiscal year fund statement?
- 31 May 2023
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How do I create an offset fiscal year fund statement?
- Updated on 31 May 2023
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Most of our funds operate on a calendar year basis, but we have a few funds that use a July-June fiscal year. Can we/How do we create statements for them? We are currently using the Fund Statement Designer in FIMS for our statements.
Answer:
Yes, this is possible to do. Please see the attached document for a step by step guide on how to create these statements.
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