Quick Reports - Insurance; ability to check the plans funds
Often I need pull up Insurance related quick reports, and to try keep ahead of required endorsements for under insured buildings It would be helpful to have an additional column to show the current funds of the plan, and their FYE so that we can advise the manager they will or may fall short in a month or two if they don’t look into raising additional funds and provide time for meetings to be arranged, or that investment accounts be permitted to be drawn against or hold off from non-urgent works for new carpet that can wait 6 months.
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