The functional expense report shows you the amounts of expenses by both their natural classification and their functional classification. By default, CommunitySuite provides three functional expense classifications (Fundraising, Management & General, and Program Services), however, additional classifications can be created and assigned to accounts as needed.
Create Functional Expense Classifications
- Select Accounts from the Home page.
- Select Functional Expenses.
- Click Create.
- Enter the name of the functional expense classification and click Create.
Assign a Functional Expense Classification to an Account
- Select Accounts from the Home page.
- Select the account Number of the desired account.
- Click Edit.
- Click the drop-down menu and select a Functional Expense.
- Click Save.
Run a Statement of Functional Expenses
- Select Financials from the Home page.
- Select Func Expense.
- Enter a custom date range or select from the list.
- The Statement of Functional Expenses will now display.
Accounts that have not been assigned a functional expense classification will be listed at the bottom of the report as Un-categorized Expenses.
This report only displays Expense accounts. - To see this report in a more traditional view, select Export, open the .csv file, and create a Pivot Table to analyze the data.
