Reporting

RegAcct · ‎January 30, 2019

We are a non-profit and often times get grants for things like equipment, so I will run reports of expenses to off-set the grant income. However, I also would like to run a report to show all the expenses for the place that equipment lives. Is there a way to classify expenses for a dual purpose?

1) report for the grantor

2) report to show expenses for a particular program

All for the same expense?!?

Thanks for any advice!

DEBookkeeping · ‎February 05, 2019

You can activate the "locations" option in the company setup tab.
This will allow you to keep track of grants and expenses per location.
When you register the grant, select the location it belongs to, it can even be split between locations, same with expenses.
The option will become available in the forms once the "locations" option is activated.
When you print reports, use custom options to filter information by location.
To set up “locations” go to gear/company settings/company
In the category section turn “track locations” on

View solution in original post

DEBookkeeping · ‎February 05, 2019

You can activate the "locations" option in the company setup tab.
This will allow you to keep track of grants and expenses per location.
When you register the grant, select the location it belongs to, it can even be split between locations, same with expenses.
The option will become available in the forms once the "locations" option is activated.
When you print reports, use custom options to filter information by location.
To set up “locations” go to gear/company settings/company
In the category section turn “track locations” on

RegAcct · ‎February 05, 2019

Awesome! I will give that a try - thank you so much!

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