When tracking percentages, the Fund coding sheet does calculate the actual amount for each the primary and secondary Fund codes in the Request record in GO (Exhibit A). However, Write-up, Letter or Email templates (as well as views) cannot display the actual fund amounts (Exhibit B). This means that a client cannot share this information in communications or reports without first creating payments for each amount. In some cases, the client has not yet approved the request and payments should not yet be scheduled. In other cases, the client is only going to make one payment, yet the funding is coming from multiple accounts. The request for product enhancement is to offer the option for a client to include primary and secondary Fund amounts in merge fields and views; similar to the way they can show percentages. The result would be a second check box (“Display Coding Amounts”) under the existing “Display Coding Percentages” (see Exhibit B) in merge fields and views.

See attached document for Exhibit A/B.

Enhancement - F...

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