The Statement of Functional Expenses provides you with a breakout of expenses by minor group, and optionally by account, organized into the account groups you set up in Advanced Report Settings. Because of this, you must first organize your accounts into groups in the Advanced Report Settings window. This will let you understand the different functions that your accounts are serving and show you the different ways your church might be spending money.
- You can access the Statement of Functional Expenses by clicking "Other Reports" and then click "Statement of Functional Expenses".
- Select the year you are running the report for in the "Finance year" field.
- You can choose which Book/Fund's accounts will be included on your report in the "Books" or "Funds" field by checking or uncheck the different books or funds you want to include.
- The "Level of Detail" field will let you choose if you want to see just the totals for each group, or if you want to see the individual accounts under those groups by choosing "Normal" or "Account" respectively.
- Click "Print" to print your report.