- Test once in Train and run reports to ensure this is what site wants before updating Live
- Original program option ensures all Munis reports correctly reflect transaction impact.
- General Ledger adjustments to move amounts between funds only displays on GL Reports, other module reports display fund account tied to transaction.
- Decide how the data needs to display on the new fund account before making any move.
- Use one large journal just to move amounts all at once
- Use individual journals for sum of each period
- Use individual journal or journal detail lines to represent each transaction.
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