What are Additional Account Categories? I'm glad you asked. They are categories that are not included in traditional accounting and are not required to complete the chart of accounts. In The Financial Edge there are four additional account categories available: Transfer, Gifts, Gains and Losses....

When running the monthly departmental income reports, I'm having to pull the college/division from an attribute defined in the project. This means the report pulls very slowly. The reason I'm pulling from the attribute is because our budget is in the unrestricted fund, but the donations are booked...

We have all been in this situation before, running a report and all of a sudden the results are not coming out correctly; be it a Balance Sheet out of balance, or an Income Statement missing activity from a certain expense code. Either way, one of the most common culprits of this could be something missing...

Do you need to show offsetting sales with sales returns on your Income Statement? Whatever the reason to net revenues and expenses, you can do this by adjusting your Visual Chart Organizer (VCO). Just to give you a heads up, the process to adjust the VCO is the easy part; the hard part is what to select...

We're relatively new to FE so I'm going to ask a question that might have already been addressed, so sorry if that's the case. When exporting an income statement from FE to Excel, the column headings and subtotals don't line up under the correct columns. This of course means going through...

Is there any way to export the parameters for an income statement in order to create a custom report? We want to create an income statement that includes an asset account, even though income statements don't actually include asset accounts. It's for one specific instance but it would be incredibly...

Nothing is more frustrating than when you run your Balance Sheet and the bottom line is out-of-balance . So here you are with an out of balance Balance Sheet that you need to have to your board in an hour, or, even worse, an hour ago. What should you do? Well, the first thing is don't, or try not...

Many of you include budget and encumbrance columns on Income Statements in one way or another. If you use these columns there are some options you can utilize. These options are on the Format tab. To get to them, select the Format tab and highlight Detail. I'm going to go over each one. Print change...

I have created multiple budget scenarios and tried to select one for a new column I added to the standard income statement. When I view the report, the budget data is not populated, but I have confirmed through a query that it is indeed loaded to the scenario I am selecting. Do I have to do something...