Periodic Financial (Monthly Board) Report
- How to View/Customize/Print the Periodic Financial Report
- There is an amount on my report I don't understand. How can I find out more about the amount in question? (Detail Boxes)
- The income for contributions, deposits, internal accounts, annual report and/or allocation report doesn't match. Where is the problem?
- Do you or your church board need help understanding the Periodic Financial Report? See this page for a thorough explanation of each section of the report.
- The Full Periodic Financial Report is more than my church board needs. Is there any way to simplify the report?
- My periodic financial report is showing incorrect numbers. How do I find the problem?
- I have setup a fund in Contributions and a corresponding Internal Account. But when I go to the financial report, my deposit is showing the income in a different internal account. How do I correct this situation?
- Why do I have a positive amount in the paid out column on the periodic financial report?
- Why is the amount on an expense account line being added to the budget?
- I have setup a budget for Federal and/or State taxes. Why after writing payroll checks is my report adding the taxes to the budget instead of subtracting?
- How do I exclude expenses from the budget calculations that should not be counted against the budget?
- We have a budget for savings or money we are putting aside. How do we transfer the funds such that it appears as an expense against our budget?
- I can only see the Bank Accounts section of the report on my screen. How do I view the other sections of the report?
- Why is my periodic financial report showing a negative amount on an expense account line?
- My Periodic Financial Report is showing more contributions than income or more income than contributions. The amount is approximately equal to one Sunday's offering. What could be causing the discrepancy?
Back to TopReconciliation Report
- [VIDEO]How to Reconcile a Bank Account
- How to Reconcile the checkbook. (How to use the Reconciliation Report)
- How to Reconcile the Bank Statement when transactions are in two different fiscal years
- Reconciliation Report Beginning balance does not match Ending balance on previous report
- How to Reconcile or UnReconcile a transaction.
- How to Create a New Reconciliation Report.
- [VIDEO]How to Change Reconciliation Report Date
- How can I change the date on an existing Reconciliation Report?
- How to Print a Reconciliation Report.
- How to Delete a Reconciliation Report.
Allocation Report
- How to Setup the Allocation Report
- How do I read and use the Allocation report?
How does the Allocation Report calculate amounts due? - The allocation report is not reporting the correct amount paid. How do I correct the amounts paid?
- Our church will be paying more than 5.5% for WEF. How do I account for this so that the Allocation Report shows the correct amount to pay for all the other allocations?
- There is money that should not be included in income (in/out, Rent, etc). How do I keep non-income money out of the allocation calculations?
- How do I setup Mission Special Exemptions on the Allocation Report?
- We will be paying a 10% Mission Special. How do I account for this so that the Allocation Report shows the extra exemption for the Mission Special offering?
- How does NTS calculate income?
- I have started a new fiscal year, but I need to finish paying for the prior year's allocations. How do I record this in NTS?
- Why is there a difference between the allocation amount calculated by NTS for Pensions and Benefits and the amount on FundingTheMission.org?
- How does NTS account for Mission Specials? I have taken up and posted a 10% Approved Special offering but it is not appearing on the Allocation Report under Mission Specials.
- How does the Allocation Report calculate exemptions?
- How to Change/Edit the District Allocation %/Percentage.
- Can I write the check for my allocations and view the Allocation Report at the same time?
Annual Report
- View/Print the Pastor's Annual Report
- How to Link Unlinked Accounts.[VIDEO] [TEXT]
- Annual Report Message: This version of the Annual Report is outdated and should be updated
- How to know where each Expense Account should be linked on the Annual Report
- How do I setup and customize the Annual Report?
- The amount paid or amount due for Allocations on the Annual Report is not correct.
- I have budgets / expenses that are not showing on the Annual Report. How can I correct the problem?
- There is an expense account that is on the wrong line of the Annual Report. How do I move the expense to the correct line?
- How does NTS calculate income?
- What is the Definition of "Income"?
- My Annual Report is not showing the correct dates. How do I correct the date range?
- I need to post an Allocation payment for the fiscal year that has already ended. How do I post the payment so that it will appear on last year's reports?
- How do I report contributions that were not given directly to the church but count towards 10% Missions Specials on the Annual Report?
- Can I post checks for WEF or other allocations in this year and have them apply to the previous / next fiscal year?
- Can I run the Annual Report mid way through the year to make sure it is calculating correctly?
Transaction Detail Report
- View/Customize the Transaction Detail Report
- View Totals for the Transaction Detail Report
- My Transaction Detail Report is printing in small print. What can I do to increase the size of the text on the report?
- Why is the Transaction Detail Report not showing all transactions over a given date range?
Bank Transaction Report
- View/Customize the Bank Transaction Report
- How to print the Checkbook Register/Transactions
- What does the total at the end of the Bank Transaction Report represent?
- How to Print a list of UnReconciled Bank Transactions
- How to Print the Bank Transactions Report without the transaction detail
Departmental Report
Statement of Activities
- View/Print the Statement of Activities report
- How to customize the Statement of Activities report
- The income and/or expense on the Periodic Financial Report doesn't match the Statement of Activities. Why is there a difference?
Other Reports and Misc. Questions
- How to create a PDF file of a Report. How to send a Report via email.
- How to Export Reports to a file
- What is the History Log?
- How to search the History Log
- How to create an itemized report for a Department
- How to use the Graph Report
- Can the Transaction Detail Report have a calendar year date range or span more than one fiscal year?
- Where to find a Balance Sheet