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Kitologic is proud to announce the release of FOLIO 3.5, Folio's biggest release since its launch.
Folio 3.5 introduces the report section with the two most requested reports:
The Steering Committee Report that presents a summary of the portfolio's status using various financial and health metrics at a given point in time.

TODO SCREENSHOT COMMITTEE REPORT

The Expense Report that presents a uniform and accurate report of expenses for a given time frame.

TODO SCREENSHOT EXPENSE REPORT

Also FOLIO 3.5 will enable you to define your portfolio's working days and hours per day more accurately to better match your needs.

TODO SCREENSHOT WORKING DAY CONFIG

And finally you will find in your accounting configuration the new tolerance setting; a designated percent of your portfolio's health indexes that will be tolerated before becoming red.

TODO SCREENSHOT TOLERANCE CONFIG
TODO SCREENSHOT YELLOW INDEX

This release also includes a number of improvements and fixes.

Anchor
Improvements Improvements

Improvements

Anchor
Fixes Fixes

Bug Fixes