Accounting fund balances- Report

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Yprashanthi
Posts: 9
Joined: Tue Dec 15, 2020 3:50 pm

Accounting fund balances- Report

Post by Yprashanthi »

Hell0,

Our old treasurer used to generate some custom reports that I am not sure how. I tried equity change and accounting fund balances report but it is not showing all the details listed below.

One such was Accounting fund balances report which has all the below headings:

Fund#
Description
Beginning of year
Donations
Registration
Other revenue
Expenses
Fund transfers
Net change year
End of Month

Please help

Thanks
P

NeilZ
Posts: 10217
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Accounting fund balances- Report

Post by NeilZ »

Yprashanthi wrote:
Wed Aug 16, 2023 10:26 pm
Hell0,

Our old treasurer used to generate some custom reports that I am not sure how. I tried equity change and accounting fund balances report but it is not showing all the details listed below.

One such was Accounting fund balances report which has all the below headings:

Fund#
Description
Beginning of year
Donations
Registration
Other revenue
Expenses
Fund transfers
Net change year
End of Month

Please help

Thanks
P
If the old treasurer was generating the reports from Powerchurch, then those reports would have been saved in Powerchurch. However, this looks like something that was put together from other reports. If its possible, I would talk to the old treasurer to find out how it was done.
Neil Zampella

Using PC+ since 1999.

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