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

18 years 10 months ago #126375 by Mike Schoen
Sure - our contact information can be found here Manager Contact Information
18 years 10 months 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 10 months 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 10 months 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 10 months 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 10 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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