Any way to produce consolidated report for 2004 now?

Shirley Stapleton · Post by **Shirley Stapleton** » Fri Nov 28, 2003 5:33 pm

Working in version 8.5. Have input my 2004 budget figures and would like to produce a consolidated report that would show the total figure of each account from all funds (ie same account in numerous funds - total budget next year). Thanks for any helpful info.

Post by **Zaphod** » Mon Dec 01, 2003 12:21 pm

That information can be found on the Monthly Budget Amount report in Fund Accounting. You can specify a fund or range of funds (blank for all) to run the report.

Shirley Stapleton · Post by **Shirley Stapleton** » Sat Dec 13, 2003 11:43 am

I guess I was a little unclear. The Monthly Budget Amount Report, as far as I can see, provides separate reports and totals for each fund. I, however, have the same account in numerous funds and would like to have been able to get a consolidated report (all funds) which would show me the total budget for each account number (rolled up if same number in more than one fund). This would provide an overall picture of the complete church budget for 2004.
What I have done to achieve the desired result is export the Monthly Budget Amount Report to an excel file and then cut/paste and total. Is there a better way (if you are able to understand what I am trying to do)?
Thanks for your help.
Shirley

Matt · Post by **Matt** » Tue Dec 16, 2003 10:41 am

I think I understand what you are asking for. I asked for something similar on my Dec. 8 post "Income/Expense statement with next years budget shown". If we were able to run such a report you could get the consolidated budget numbers you are looking for by simply running it for all your funds. However the response from Powerchurch was that the only way to get such a report is to build a custom report. They did say they would refer this to Program Development for possible inclusion in the next Powerchurch release. I think they need to build this report for the next release.

Shirley Stapleton · Post by **Shirley Stapleton** » Tue Dec 16, 2003 10:57 am

Thanks for your reply. It's always nice to know you are not alone in what we are trying to do. Were you able to create the custom report as suggested? I, like yourself have not explored this area of Powerchurch as yet.
Thanks again and God Bless.
Shirley

BillG49 · Post by **BillG49** » Wed Dec 17, 2003 10:40 am

I have an idea that might work, if you are brave enough.

1 - Make a good backup, then close the current year. Your Next Year's Budget will become Current Year Budget.
2 - Run your Consolidated Income and Expense Statement with Annual Budget selected as one of the columns.
3 - Restore your backup to return to December.

There may be something that happens during year-end processing that precludes going back, so I suggest waiting for a moderator to weigh in on this suggestion before you try it.

Post by **Zaphod** » Wed Dec 17, 2003 11:09 am

That's a great suggestion, BillG49!

If you make the backup prior to closing the year, you can do exactly what you've described, then when you restore the backup, you'll be right where you left off. A restore will roll you back to the point where you made the backup-overwriting any year-end closing stuff. You'll probably want to make an Accounting only backup, so you won't risk overwriting anyone else's work in any other module.

Ideally, you would be doing all this in a different installation of PowerChurch just to make sure you don't cause problems with other users. We recommend installing PC+ again into a different location on your hard drive, or a different computer alltogether. Make sure to rename your current desktop icon first, as it will be overwritten with the new path if you don't.

User Support Forum

Any way to produce consolidated report for 2004 now?

Any way to produce consolidated report for 2004 now?

future budgets

Monthly Budget Amount Report did not provide desired result.

Thanks.Were you able to create the suggested custom report?

bingo!