Hi,
I'd just like to make a couple of requests or suggestions for the financial reports.
First, when running standard financial reports, it would be nice if there was an option to save the criteria/options as a memorized report. Therefore, whenever I wanted to run a standard report with certain criteria, all I would have to do is pull up my memorized report list.
Second, could you include an option when running standard income/expense or other financial reports to include the account number, in addition to the account name? That would be a helpful feature to have.
Otherwise, PCP is working great for our church. Thanks!
Tom
Financial Report options
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Re: Financial Report options
Dittto to both of these! I really want the accunt numbers on the I/E reports.acctgtj wrote:Hi,
I'd just like to make a couple of requests or suggestions for the financial reports.
First, when running standard financial reports, it would be nice if there was an option to save the criteria/options as a memorized report. Therefore, whenever I wanted to run a standard report with certain criteria, all I would have to do is pull up my memorized report list.
Second, could you include an option when running standard income/expense or other financial reports to include the account number, in addition to the account name? That would be a helpful feature to have.
Otherwise, PCP is working great for our church. Thanks!
Tom
Ron Zastovnik
Memorial United Methodist, Clovis, CA
Memorial United Methodist, Clovis, CA
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Joetta Trimble
- Posts: 62
- Joined: Fri Apr 23, 2004 9:37 am
- Location: Mountain View Presbyterian Church
- Contact:
re: Accounting Report Options
I also agree, especially having the account numbers show on the I/E statement.
My way around this was to incorporate the last 3 digits of the account numbers (the 3-digit extension) into the account name. For example, all of our budget is Fund 01, and each section has a different 4-digit number, followed by a 3-digit extension. Building and Grounds is 5200, and all the individual expenses within B & G are 001 for Utilities, 002 for Maintenance, etc. I entered the account names (on the maintain chart of accounts screen) as: "Utilities -001", etc. and they show that way on the report. It's not in a separate column as I would prefer, but at least you can see the numbers. Building and Grounds (and the other major sections) include the four digit number (ie: Building & Grounds 5200) so that shows also. You have to get creative with abbreviations, given the limited number of characters the program allows for account names, but as I said, at least the numbers show on the report.
My way around this was to incorporate the last 3 digits of the account numbers (the 3-digit extension) into the account name. For example, all of our budget is Fund 01, and each section has a different 4-digit number, followed by a 3-digit extension. Building and Grounds is 5200, and all the individual expenses within B & G are 001 for Utilities, 002 for Maintenance, etc. I entered the account names (on the maintain chart of accounts screen) as: "Utilities -001", etc. and they show that way on the report. It's not in a separate column as I would prefer, but at least you can see the numbers. Building and Grounds (and the other major sections) include the four digit number (ie: Building & Grounds 5200) so that shows also. You have to get creative with abbreviations, given the limited number of characters the program allows for account names, but as I said, at least the numbers show on the report.
Joetta