I am using FX for the first time. I used the AF!Income report and modified it. My client uses Simply and is looking for a particular financial statement format that Simply does not offer. I have the report ready to go and have noticed a couple of things that I am wondering can be fixed.

1. Departments - When I go into FX, my department descriptions are showing as "Cash in Bank" instead of the names set up in Simply. This is actually the first account assigned to each department. I changed it in FX once, but when I retrieve the data, it overwrites what I had entered. I didn't check off any of the check boxes when I retrieved. My concern was if the client added new departments.

2. I had my client enter their budget data into Simply, but FX is not pulling it into the report. I have the Colspec set up as BM and BY.

3. Fiscal calendar - The client has a fiscal year from July 1st to June 30. They have 13 periods a year with the first and last period not being exactly 4 weeks. I went in and changed the Fiscal calendar to agree with their period end dates. Again, when I retrieved the Simply data, my dates were overwritten with 4 week periods starting July 1 and ending June 30, but not the right period ending dates.

Is there anyway to fix these problems?? Any help is greatly appreciated!