Account Balances, Balance Sheet, Vendor reports, and the Statement of Income and Expense all have their own articles on where those variations are. Please refer to those articles for their locations.
Bank Balance Less Dedicated
- Go to the Accounts tab of the Finance module.
- Go to Books (Or Funds).
- In the drop-down menu of the Books/Funds view, choose "Bank balance less dedicated'.
- Click Print to preview your report.
Budget Projection
- Go to the Plan / Analyze tab of the Finance module.
- Go to Period analysis.
- Choose the book/fund you are looking to report on.
- Choose the account type for your projection.
- Choose how many years you are looking to analyze.
- If desired, choose to aggregate your view further in detail.
- Click the "Find" button.
- Click Export to export your report into Excel.
Church Body
- Go to the Other Reports tab of the Finance module.
- If not selected by default, choose the Account and trial balance report from the list of report options to the left of the window.
- Choose the finance year you want the report for as well as the ending month you want the balance to calculate for.
- Choose any books/funds, account types, responsibility, and church body selections, if any.
- For the format, choose "Budget vs actual".
- Check any options you would prefer for your report, including showing monthly totals.
- Click Print to preview your report.
Payments On Hold
- Go to the Activity tab of the Finance module.
- Go to Payments.
- For the filter, choose "On hold".
- Click Print to preview your list of on-hold payments.
Purchase Orders
- Go to the Activity tab of the Finance module.
- Go to Purchase Orders.
- Choose the purchase order you'd like to print.
- Click Print to choose and preview your report.