Statement of Functional Expenses

Written by Nick Miles

Last published at: February 4th, 2020

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

  1. Select Accounts from the Home page.
  2. Select Functional Expenses.
  3. Click Create.
  4. Enter the name of the functional expense classification and click Create.

Assign a Functional Expense Classification to an Account

  1. Select Accounts from the Home page.
  2. Select the account Number of the desired account.
  3. Click Edit.
  4. Click the drop-down menu and select a Functional Expense.
  5. Click Save.

Run a Statement of Functional Expenses

  1. Select Financials from the Home page.
  2. Select Func Expense.
  3. Enter a custom date range or select from the list.
  4. The Statement of Functional Expenses will now display.

  5. 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.
  6. To see this report in a more traditional view, select Export, open the .csv file, and create a Pivot Table to analyze the data.