Case reference
Case Reference
Case References provide a way for each volunteer group to maintain records of income and
expenditure provided against individual cases.
A facility is provided in FMS for the user to create case references that can then be used in financial
transactions against analysis codes that have been assigned as requiring a case reference.
In the formal reporting section of FMS there are 2 reports available for cases:
Case Balance - This shows all cases that have a balance and contains the brought forward balance,
income and expenditure and carried forward balance for each financial year.
Case Detail Report - This only shows cases that have transactions in the financial year and details
all income and expenditure for the financial year.
Select accounting year (will default to current)
Creating a new Case Reference
Complete the Case Reference Form
Closing Case Reference
Case are closed by unchecking the "Inactive" box
Cases can only be made "Inactive" if they have a zero balance. If a balance exists then a message
will appear advising of the balance and requesting that appropriate action is taken to clear
the balance.