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Is there a way to run a chart of accounts by project? I don't see where I can use a standard report to get this or create a format in the visual organizer.

Last post 11-16-2009 12:30 PM by Steve Harris. 2 replies.
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  • 10-08-2009 3:47 PM

    Is there a way to run a chart of accounts by project? I don't see where I can use a standard report to get this or create a format in the visual organizer.

     

  • 11-16-2009 11:12 AM In reply to

    • Jennifer Maroney
    • Top 25 Contributor
    • User Since: 2004
    • Posts 316
    • Products:  Accounting for Nonprofits, Admissions and Registrar's Office 6, Blackbaud Student Information System, The Education Edge, The Financial Edge, Blackbaud FundWare

    Re: Is there a way to run a chart of accounts by project? I don't see where I can use a standard report to get this or create a format in the visual organizer.

    Hello Jerry.  You're correct; there isn't a way to run the Chart of Accounts Report by project.  That report is designed to display only account record information.  If you're looking to see what accounts are used with each project, you can run the Project Detail Report in Summary.  This report, located under Project Reports, is sorted by project. Under each project section is the list of accounts that have used the project.   I hope this helps. 

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  • 11-16-2009 12:30 PM In reply to

    • Steve Harris
    • Top 500 Contributor
    • User Since: 2004
    • Posts 26
    • Organization: The dePaul School
    • Products:  The Education Edge, The Financial Edge, The Raiser's Edge

    Re: Is there a way to run a chart of accounts by project? I don't see where I can use a standard report to get this or create a format in the visual organizer.

     You could use an account query in the Chart of Accounts report to print the chart for a single project.

    Steve P. Harris
    Chief Financial Officer
    The de Paul School
    K-8 Day School for Children with Dyslexia and Other Learning Differences
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