Program Services

Program services are used to define your organization's functional programs for reporting purposes. Revenue and expenses entered in the system must be connected to a service. Subservices can be added underneath a parent service as needed. For example, you might choose to enter a broad category such as Youth Services as the parent service and add specific programs beneath it as subservices. 

On the Program Services page, two system-default services are listed under the Support Services category: Fund Development and Management & General. These cannot be edited but can be connected to revenue and expenses for reporting purposes. 

Add a Program Service

1. Navigate to Financials and click Program Services on the navigation bar.
2. Click Add Program Service.
   
   
3. Enter applicable New Service information, and then click New Service. Asterisks indicate required fields.
   • If the service is a subservice, select the Parent Service from the Parent Service drop-down menu.
     
     

The new service displays in the Program Services list.

• If it is a subservice, the new service displays underneath the parent service.
  
  

Edit a Program Service

1. Navigate to Financials and click Program Services on the navigation bar.
2. Click the pencil icon next to the service.
   
   
   
3. Make any necessary changes, and then click Save.