Selecting funds in reports

foxygramps · Post by **foxygramps** » Fri Dec 31, 2004 2:04 am

In Accounting, reports, there are several instances where you can select "FROM 'Fund Number' TO 'Fund Number'". Due to the way our charts of accounts were originally setup, we have several instances where the sequence of the 'from/to' funds include other funds that we do not wish to include in that particular report.
I would like to see this changed from a 'from/to' selection to one that would allow us to designate the individual funds to include in the report, and the column sequence in which they will apear.

Example: Fund 10 is the General Fund, Fund 20 is an unused Church Fund, Fund 22 is Church Restricted, Fund 25 is Current Church Fund, Fund 27 is not an active fund, Fund 30 is the present School Fund, and Fund 32 is the School Restricted fund.

If I want to print a report showing only the Church Restricted Fund, (Fund 22) and the School Restricted Fund, (Fund 32), the report will also show the current Church Fund (25, the unused fund (27), the current School Fund (30), and finally the School Restricted Fund, (32).

This results in a confused report. (Any thing that does not convey, or obscures the desired information, is just Noise) (Information Theory 101)

I would like to see the report format changed to be like the Income and Expense Statement, where you can select by title the list of figures to be placed in each column.
Example: Current Month; Year to date; Budget to date; Percent of Budget; Etc.
I will also post this on the wish list.

Post by **Zaphod** » Fri Dec 31, 2004 8:59 am

Noted.

Definitely send that to wishlist@powerchurch.com.

Post by **Jeff** » Fri Dec 31, 2004 9:08 am

In version 9 you can renumber funds if you want to reorganize the numbers. Goto Maintain List of accounting funds and just change the fund number, all accounts and setup will change to the new number. You could at least move the unused fund out of the range.

foxygramps · Post by **foxygramps** » Sat Jan 01, 2005 1:33 am

Sounds great, but the next time I run a report, I might want to show a different list of funds

Post by **Jeff** » Sun Jan 02, 2005 3:48 pm

I know it wasn't a complete solution to your problem, but I noticed you had a fund in the middle that wasn't used anymore. The new change fund number will allow you to move it out of the normal range and at least git rid of it from reports.

I've noted the suggestion about being able to check which funds to use like codes are done in membership. I can't promise anything, but it has been added.