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A treasurer's report allows you to easily view the balance on hand for each bank account. 1. Select Reports/Financial Reports/Treasurer's R...
Fri, Mar 27, 2020 at 9:53 AM
The Fundraiser/Program Report can be run for all Fundraisers and Programs you have setup in your system or individual Fundraisers/Programs. This report will...
Fri, Mar 27, 2020 at 9:54 AM
The Bank Ledger report is meant to be a companion to your Treasurer’s Report. The Bank Ledger Report gives you detailed information on all transactions that...
Fri, Mar 27, 2020 at 9:55 AM
The Check Report will show all checks written within your reporting period, the Expense Category, the amount, If it has been voided, or cleared through Reco...
Fri, Mar 27, 2020 at 10:07 AM
An Income Statement is a detailed breakdown of Income and Expenses for each category. 1. Select Report/ Financial Reports/Income Statement from the...
Fri, Mar 27, 2020 at 10:07 AM
A balance sheet is a breakdown of assets, liabilities and the fund balance 1. Select Report/Balance Sheet from the Reports menu 2. Select the...
Fri, Mar 27, 2020 at 10:08 AM
A trial balance is a report that lists each category and the balance of the category as of the date selected 1. Select Reports/Trial Balance from t...
Fri, Mar 27, 2020 at 10:09 AM
Category History is a detailed report of all transactions that have taken place is a specific category 1. Select Report/Category-Transactions Re...
Fri, Mar 27, 2020 at 10:09 AM
Category History Report shows all activity for a specific category (does not include starting and ending balances) 1. Select Report/Category-Transa...
Fri, Mar 27, 2020 at 10:10 AM
· Select Reports/Category,Transactions Reports/Category Group Report · Select the Group You wish to Report on · Select the Date Ra...
Fri, Mar 27, 2020 at 10:11 AM