Detail transaction report for funeral home marketing fund accounts

As we work with funeral homes that have a marketing fund, they often want to know what is left (easy to determine), what funds have been spend on, and how much.  Also, at the end of the year, I have to provide a detail report to the owners of the marketing fund for tax purposes.  It would be beneficial to have a report to show the transaction details for any money withdrawn from a marketing fund during a specific time period.

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  • Nov 8 2016
  • Planned
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