Services are used to define your nonprofit's functional programs for reporting purposes. Services are broken down into two groups: program services and support services. Budgets can be created based on program or supporting services. Additionally, revenue and expenses can be associated with services.
Program services are a way to group revenue and expenses according to your nonprofit's mission. Program services are specific to your organization and are the only services that can be added and edited.
Some examples of program services include the following:
- Childcare and After School Programs
- Health Services
- Senior Services
Program Services include two service categories: Parent Services and Sub-Services.
Parent services group program services to create a hierarchy. As shown in the image below, parent services are found on the lines above the bullets. Some examples can include,, but are not limited to, the following: Health Services, Mental Health Services, and Program A- Education.
Sub-services are program services that are categorized within a parent service. As shown in the image below, sub-services are bulleted under parent services.
Support services group revenue and expenses. These services aid in the management, general administrative, and fund development needed to support the nonprofit. Support services are standardized within the system and cannot be changed.
Additional Uses for Services
Services can also be utilized in other features within Accounting. The Budgets page, Statement of Functional Expense, and Statement of Activities utilize services to categorize and filter transactions.
Statement of Functional Expense
It is recommended that sub-services, and their respective parent services, are created with the reporting requirements for your Statement of Functional Expense. It is important to include sub-service categorization for program and support services when you begin implementation.
Statement of Activities
The statement of activities can be filtered by program services.
Budgets for program, including parent services or sub-services, and supporting services can be created, and you can report on them individually.
Any number of individual budgets for services can be consolidated to create an organizational budget. On the Budgets page, click Consolidate in the upper-right corner to select the budgets you wish to combine for a specific fiscal year.
The Accounting Glossary provides more information about all of the available features within Accounting.