Create and Assign Functional Expenses

By default, CommunitySuite provides three functional expenses, which are listed below. You can create and assign additional functional expenses to meet your specific needs.

• Fundraising
• Management and General
• Program Services

Create a Functional Expense

1. Navigate to the Accounts page and click Functional Expenses in the left-side menu.
2. Click Create in the left-side menu.
3. Enter the Functional Expense Name, and then click Create.
   
   
   

Assign a Functional Expense to an Account

1. Navigate to the Accounts page.
2. Click the ID of the account to which the functional expense will be added.
   • Multiple expense accounts need to be created to manage multiple functional expenses within the system. Allocation Tables can be utilized to split any vouchers or bills related to each expense to the appropriate accounts. 
     
     
3. Click Edit in the left-side menu.
4. Select a Functional Expense name from the drop-down menu, and then click Save.