PTAEZ Help Topics
PTAEZ Help articles
The Donations Report is a detailed report of all or specified Donation type items sold 1. Select Reports/Item-Sales Reports/Donations Report from t...
Fri, Mar 27, 2020 at 10:16 AM
A budget to actual report shows you the difference between budget to actual for income and expense categories. *Now includes your Cash Balance Forward and T...
Fri, Mar 27, 2020 at 10:28 AM
This reports can show the various receipts, descriptions, and income categories relevant to a specific deposit. 1. Select "Receipts", &quo...
Fri, Mar 27, 2020 at 10:30 AM
This "Report" is also within "Fundraisers and Programs" and is found at the bottom right of the page. 1. Select Date Range. 2. ...
Fri, Mar 27, 2020 at 10:31 AM
The tax schedule reports are available for both IRS Form 990-EZ and the California Form 199 1. Select Reports/Tax Worksheets from the Reports menu ...
Fri, Mar 27, 2020 at 10:32 AM
1. Select Tools/Budget 2. Select the year that you are budgeting from the drop down menu on the upper left corner of the screen. Note: If the ye...
Fri, Mar 27, 2020 at 10:33 AM
1. Select Tools/Fundraisers and Programs 2. Select either the "Fundraiser" or "Program" tab 3. Select "Add&qu...
Fri, Mar 27, 2020 at 10:40 AM
You can check the activity of fundraisers and programs by highlighting them and clicking on "Activity". This will show you what transactions have ...
Fri, Mar 27, 2020 at 10:41 AM
To print a report on your fundraisers/programs select "Print" on the bottom left of the screen. Enter in what the report will be on by selecting a...
Fri, Mar 27, 2020 at 10:42 AM
Upon creating a new fundraiser, you may want to add items to sell at the fundraiser. To do this you: 1. Select "Items" on the bottom of t...
Fri, Mar 27, 2020 at 10:51 AM