Set up Stewardship and Financial Information
On the Setup tab, in the Stewardship and Financial area, you can select or enter information to generate the totals for Stewardship and Financial Information of the Parochial Report.
With the exception of lines 1 and 2, the amounts on each line of Stewardship and Financial Information links to accounts in your Chart of Accounts. The totals that ACS generates and prints on the report are the balances, or total debits, or total credits in the accounts that you select for each line.
Some lines on the Parochial Report combine balances from several General Ledger account numbers. Before getting started with the account selection, we recommend printing your chart of accounts. Beside each account number, record the correct line number.
If all of the accounts under a heading in your chart of accounts are reported on the same line of the Parochial Report, you can assign the line number to the heading level.
You can change the line number of any account under a heading. You can use the total debits, total credits, or the balance to generate totals for a line in the report, then assign the appropriate line number to the proper column.
When you generate the report, ACS adds the total debits, total credits, and balances of all accounts with the same assigned line number. The total for each line number prints on the corresponding line of the Parochial Report.
If you need to manually edit your totals, you can do this on the Report tab, under Stewardship and Financial .
- On the People Suite menu, click Searches and Reports, then click the Reports tab.
- On the Financial Suite menu, click Generate Reports, then click the Reports tab.
- In the drop-down list, select Parochial and click Go
.
- On the Setup tab, click Stewardship and Financial.
- Select the appropriate options.
- When finished, click Generate.
- To view your totals, click on the Report tab, then select Stewardship and Financial. On this tab, you can make any necessary adjustments or overrides.