Check Number entry

Contributions, Faith Promises

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Check Number entry

Postby maritza » Thu Oct 20, 2011 11:59 am

Our church uses business reply envelopes so folks can mail in their contributions. Checks come in the business reply envelopes. We would like to keep a track of the business reply usage, but also enter the contributors check number when entering contributions.

Is there a way of setting up a check number to be recorded in the check number entry area when a custom code for "Business Reply" is set up? Currently only the custom code for "check" allows a check number to be recorded.

Thanks in advance for your help.

-maritza
Warwick AG
Warwick, NY
bxko
maritza
 
Posts: 3
Joined: Tue Nov 18, 2008 2:09 pm
Location: PO Box 513

Re: Check Number entry

Postby NeilZ » Thu Oct 20, 2011 7:26 pm

maritza wrote:Our church uses business reply envelopes so folks can mail in their contributions. Checks come in the business reply envelopes. We would like to keep a track of the business reply usage, but also enter the contributors check number when entering contributions.

Is there a way of setting up a check number to be recorded in the check number entry area when a custom code for "Business Reply" is set up? Currently only the custom code for "check" allows a check number to be recorded.

Thanks in advance for your help.

-maritza
Warwick AG
Warwick, NY


Unfortunately, no. However, if you want you can use the NOTE field on the Contributions data entry, then create a custom report to pull the data.
Neil Zampella

Pastor's Spouse,
Connellsville Presbyterian Church
Using PC+ since 1999.
NeilZ
 
Posts: 4637
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA

Re: Check Number entry

Postby maritza » Fri Oct 21, 2011 11:50 am

Thanks for your response. Yea, that's what I thought. Bummer!

We're using 10.4 version, so if I'm not mistaken the "Note field option" in the contribution module is available in the later version of PCP?

Thanks again,
-maritza
bxko
maritza
 
Posts: 3
Joined: Tue Nov 18, 2008 2:09 pm
Location: PO Box 513

Re: Check Number entry

Postby NeilZ » Fri Oct 21, 2011 11:53 am

maritza wrote:Thanks for your response. Yea, that's what I thought. Bummer!

We're using 10.4 version, so if I'm not mistaken the "Note field option" in the contribution module is available in the later version of PCP?

Thanks again,
-maritza


Yes, since v11.5 is coming out, it may be time for an update as v11 has a lot of new functionality that you can use in other modules too.
Neil Zampella

Pastor's Spouse,
Connellsville Presbyterian Church
Using PC+ since 1999.
NeilZ
 
Posts: 4637
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA

Re: Check Number entry

Postby maritza » Fri Oct 21, 2011 12:32 pm

Yup may have to do that.

thanks,
-maritza
bxko
maritza
 
Posts: 3
Joined: Tue Nov 18, 2008 2:09 pm
Location: PO Box 513


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