Extremely New to Power Church: Please Give Me GRACE!
How do I set up a Custom Report to Include:
Fund Number
Fund Name
Beginning Balance
Ending Balance
For a specific month. I will need to do this each month for Board Meetings?
Instructions on How to Set up a Custom report:
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Re: Instructions on How to Set up a Custom report:
Hi Cindy,cindywells wrote:Extremely New to Power Church: Please Give Me GRACE!
How do I set up a Custom Report to Include:
Fund Number
Fund Name
Beginning Balance
Ending Balance
For a specific month. I will need to do this each month for Board Meetings?
a bit more information is needed, are you talking about Accounting, or Contributions. This is important.
Also, what are you using for a definition of 'fund' ... Powerchurch uses this (from the Powerchurch v12 manual page 191)
As you can see needing to know what you're calling an accounting fund will make a difference in the answer. FWIW ... if you're talking about Accounting Funds as defined above, there is a standard report which will give you want you need: the Funds Accounting Report: Accounting Fund Balances will give you all the info you want and will also, if selected, give you the totals for the year.In accounting, the term "fund" has a very specific meaning. An Accounting Fund is a selfbalancing
Chart of Accounts. We also use the "fund" terminology in Contributions, which
is a very different kind of fund. We use Contribution Funds to describe the different areas
that people can give money to. In accounting we need to think of a fund as a division, or
sub-group of your church. Each Accounting Fund has its own Assets, Liabilities, Equity,
Income, Expense and Transfer accounts.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.