Questions? We have answers.

Fund Expense Flurry Report (General Ledger)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The article gives an overview of the expense flurry report.


Overview

Note: To learn how to generate reports from MindBridge, visit our article on Generating Reports in MindBridge.

This report is an export of all the periods that were flagged by the Fund Expense Flurry control point, which triggers across periods containing unusual spikes in a fund’s expenditures.

image_-_2021-01-07T143949.659.png

The report contains the following columns: 

  • Transaction ID: the transaction ID that is based on the MindBridge Account Classification (MAC) system, or provided by you during the import process. Visit our article on Importing & Exporting Your Account Mappings to learn more.
  • Fund Code: the code representing the fund the Expense Flurry was triggered on.
  • Transaction Amount: the total dollar amount that makes up the Expense Flurry.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


 

Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.