Fund Summary

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Selecting Fund Summary under the Reports sub-menu allows you to print a listing of all funds and the amount assessed, amount received, and the balance due in each fund. When you select Fund Summary, the following screen will appear:

You can print a fund summary for the entire file, for the current fiscal year, for the current calendar year, or for any range of dates. If you click on Range of Dates, you will be prompted to fill in the beginning and ending date. Enter these dates in mm/dd/yyyy format. Click <Print> to print the report. Click <Exit> to return to the Main Menu.