Filter in Chart Organizer to include "Exclude" projects (currently can only include projects)

Would be so helpful. We have one project we report on a separate line in our report. Could exclude in the normal expense categories (mission, fundraising, admin expenses), then add an additional expense group just for that project (or multiple) and ensure everything balances. As we have many projects, and add projects regularly, adding all projects to the filter for the normal expenses is very tedious.

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  • Jun 13 2024
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  • Bailey Peterson commented
    04 Sep 13:14

    It would be so beneficial to be able to exclude more sub-chart elements like specific account, fund, project like you can with fund custom fields. Please include the "exclude" button on all fields in the chart organizer, and keep a default Trial Balance that is not filterable so there is a "source of truth" to compare reports to.