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Reports-Deposits + Liability Funds

Posted: Fri Feb 25, 2011 12:49 pm
by fup404
I am on Session at a small church of 120 membbers. We need two monthly reports for the following:
1- Showing the deposits for the month, and also showing whether they were credited to income or specific restricted or unrestricted funds.
2. On restricted or unrestricted liability funds, a report showing the detailed activity for the month in each fund.
Which Powerchurch reports would best show this information? Is there any difficulty in producig these reports?
Thanks, Financially in the fog on Session

Re: Reports-Deposits + Liability Funds

Posted: Fri Feb 25, 2011 4:20 pm
by JohnDMeyers
1) The "Fund Report" in Contributions gives you the totals assigned to each contribution fund, and the date range is very flexible.

You can also get the same information in Fund Accounting Income and Expense Statement.

2) The Fund Accounting Account Activity report will give you all the detail per account in Fund Accounting.

If you have your restrictions set up properly, then the Fund Accounting "Changes in Equity" report is a summary-level report that helps show the activity in restrictions.

Re: Reports-Deposits + Liability Funds

Posted: Fri Feb 25, 2011 8:06 pm
by fup404
John - Thanks for the timely reply. That was helpful information, and I will now ask for those reports.