ACFR Accounts Not Displaying in Account Groups - Fund flagged as Non-Reporting in Fund Maintenance
Description of Issue
Accounts not displaying in the Account Groups option of ACFR Statement Builder
Context
ACFR Statement Builder
Account Groups
Account Maintenance
Fund Maintenance
Cause
Fund Type set to Non-Reporting in Fund Maintenance.
Resolution
To resolve, the Category and Type will need to be updated in Fund Maintenance. In Fund Maintenance:
Locate and click on the desired fund
Filters can be set to narrow down results
Update the Fund Type field drop down
System will update the Category automatically
Additional Information