User Support Forum

Zorak- thank you, this is the kind of thing I was looking for If I set up an entry to be weekly, will I need to release it every week? That's what I would prefer, in case the contribution is skipped one week or something like that.
Thank you!

I'm used to using repeating transactions in fund accounting, but I have not used repeating contributions. I was hoping to set up repeating contributions to save time in filling in all the info, but I don't want it to automatically enter those weekly payments. If I fill in the info in repeating contr...

Thanks so much for the help Neil!

Check is dated 12/06/2023, entered 12/08/2023, posted 08/20/2024. I'm looking at the reconciliation for 8/31/24. I unclicked the "only show transactions before" just to see, still not there. I may have to just figure out how to make it right, without understanding what the problem is. I will work wi...

Thanks NeilZ- Unfortunately our reconciliation doesn't balance to zero right now because of some errors from the payroll system that are still getting corrected. But each month I make sure the cleared amounts match the bank statement. If I cleared this check by mistake, it would mean that there is a...

Thank you for the ideas! I've double checked the reconciliation reports, and it never shows up, not in the cleared list nor in the list of items remaining uncleared. The posting date is 12/06/2023. I see the check number before and the check number after in the reconciliation reports. It is credited...

I have a check entry that shows up in my posted transactions, but it does not show up on my bank reconciliation list. It must have already been cleared, but I've look at the reconciliation reports and I can't see where. Is there a way to look at an entry and see the date on which it was cleared? Tha...