Split stock broker fee on split gifts

Stock gifts that are split between funds have no way to export the split amount and the portion of the broker fee that applies to that split.  So if exporting from Export or Query either the broker fee cannot be deducted or the whole broker fee has to be deducted which is not correct.  The amount then has to be manually calculated.  This does work if running a Gift Details report so it seems it should be able to be done in Query and Export.

  • Guest
  • Apr 12 2018
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