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HollyJoy
Level 3

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Maybe I'm not using the right tool or expecting it to do something it can't, so bear with me. Also, I'm an administrator, not an accountant.

 

I want to run a report "Budget to Actual Comparison by Ministry" that is divided by ministries (class). I have added our 2020 budget. I have created the 5 classes - one for each area of ministry. How do I connect classes to each account in the chart of accounts? I want to be able to run a report for "Class 1 - Worship" that has 12 expense accounts that apply only to that class. If connecting an expense with a class can only be done when entering a new bill, is there a way to go through the year-to-date and add class IDs to past bills?

 

Thanks.

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