User Support Forum

Yes, I chose "all contribution statements."

I just tried emailing contribution statements, but it appears that only folks with 2014 pledges were sent a statement. I can't find where that restriction was made; I wanted to send the statement to anyone who gave so far this year. The "email contribution statement" is checked appropriately for tho...

Thanks for your reply! I did find what I needed in the Pledged to Actual Comparison report, if anyone else needs that info for 2013.

When you enter the pledges (or update them) using the Maintain Pledges function, there is a block on the screen for Pledge Start Balance . Just enter the amount in there, and it will reflect that the pledge was fulfilled. It will not show any contributions against that pledge on statements for 2013...

I made those corrections in fund accounting and everything seems to have worked fine.

THANK YOU! THANK YOU! THANK YOU!

Ah, I didn't see the second half of your response at first. I will try entering these fixes in Contributions. However, I already changed the CR and DB to the correct numbers starting in March 2012 and then I kept using them, to the present. Should I at least re-start 2013 with new contribution accou...

For each line item, i.e. 9 different times, or one entry fixing them all? So if originally the entry looked like this on 1/15/12: DB 01-0110 checking ($50 if an individual entry; $4219 if all at once) CR 02-4021 unrestricted I would reverse as such: CR 01-0110 checking DB 02-4021 unrestricted and th...

3) Go to Contributions / Setup / Maintain List of Contribution Funds Make sure your DB and CR both point to the same fund number. In other words, you DON'T want this: DB 01-1110-000 CR 02-4410-000 (let me know if you find a mix up here) I think this is exactly it. I had entered two months of contri...

I think I see what may have happened. I think initially the fund 02 Jan. and Feb. contributions were set to go to 01 debit (checking account) and 02 credit account (unrestricted donations). I realized that was wrong and initially thought to transfer the money from fund 01 to fund 02 to correct it. H...

I have a number of contributions that are listed correctly in the contributions module, and are listed correctly in fund accounting under unrestricted donations, but they do not appear in the checking account line. The unrestricted net assets line is correct but the checking account number is not, s...

Thank you!!

Our Treasurer paid a bill in December 2012 that included both an apportionments payment (for 2012) and staff health insurance and pension payments. However, he had already paid the insurance and pension portion for December 2012 so those amounts were credited to cover January 2013. Is there any way ...