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How to ?: Set-up headings and categories in Finance Manager

18 years 1 month ago #126375 by Mike Schoen
Sure - our contact information can be found here Manager Contact Information
18 years 1 month ago #126374 by luv2shop
I'd rather not post that on the board, is it possible for me to call you? Our org has purchased the finance software.
thanks
18 years 1 month ago #126373 by Mike Schoen
Finance Manager does track assets but not liabilities. We do add new features but this is not one I have heard requested before. Just wondering , what are you tracking?

Thanks,

Mike
18 years 1 month ago #126372 by luv2shop
I see now how the headings and categories work.

Can i have liability accounts and create a balance sheet?

thanks
18 years 1 month ago #126371 by Mike Schoen
Luv2shop,

No - we don't have subcategories. If you want that type of detail, you can have Field trips as the heading and 1st grade free trips as the category...

- Mike
18 years 2 months ago #126370 by luv2shop
can you have a sub-category under a category?
for instance Field Trips is an expense category, but I also want to see this broken down into 1st grade field trips, 2nd grade field trips,etc.
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