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K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Mar 20, 2024

C-TRAC - Display the sum of contributions on Schedule B

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

If the total in schedule B is greater than line/part H in Part VII for contributions, then there is problem with schedule B. Showing the total number at the bottom of schedule B would be save time by not requiring the user to export and manually calculate outside of the software. Additionally when exporting the excel file the numbers come over as text and not numbers so the user has to take the extra step of converting the format type.


Currently, CCH does this automatically. Please see screenshot below.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Saves time doing manual calculation outside of the software

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Everyone that has Schedule B

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.



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