Financial Administration: Income and Expenses
Use this page to see your current Financial Records for Income and Expenses at a glance!
From the left menu, go to
Financials > Income and Expenses
- Show Income and Expenses between Dates you need.
- Choose from drop-down menu what you wish to see (Income, Expenses, Income and
Expenses, Active Pledges, All Pledges)
- Choose from the drop-down menu the account you wish to view from, along with
option for All Accounts
- Choose from the drop-down menu the fund you wish to view from, along with option
for All Funds.
- Click on the date bars for a calendar to pop-up for ease in entering date range
- Choose from the drop-down menu how you would like this information sorted (date,
amount, account, fund, donor)
- Click “Apply” for up-to-date records