Is it possible to create a list of families / accounts that have NOT had a specific fee posted?

Yes, you can create a complete list of accounts that have not had specific fees posted:

  1. Go to the Families (menu) > All Families.
  2. Click the Open filters (icon)> Financial Details > Has Not Had a Fee Posted Since... and select a date.
  3. Click Apply.

A list of the families that meet the criteria will populate in the grid.


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