Search found 12 matches

by PLitada
Sun May 15, 2022 1:02 pm
Forum: General Questions and Discussion
Topic: Destroying records
Replies: 1
Views: 2118

Destroying records

Can someone please tell me how long a church is required to keep financial records as well as contribution records? I'm thinking anything beyond 7 years can be shredded but I was kind of thrown into this job so I am still learning day by day. We have boxes and boxes of bills and contribution envelop...
by PLitada
Mon Sep 13, 2021 12:51 pm
Forum: Accounting
Topic: True balances
Replies: 2
Views: 427

Re: True balances

Thank you so much for your help. I really appreciate it!
by PLitada
Sun Sep 12, 2021 4:31 pm
Forum: Accounting
Topic: True balances
Replies: 2
Views: 427

True balances

Can someone please tell me why the balances in the balance module does not match the balances in the income and expense module for the restricted funds. Which module do I go in to get the balance in a fund right now?
by PLitada
Wed Apr 20, 2016 2:37 pm
Forum: Accounting
Topic: Debit entry under contribution on reconcilliation screen
Replies: 5
Views: 638

Re: Debit entry under contribution on reconcilliation screen

As far as the system creating an entry in the Deposits and Other Additions area of the Reconciliation screen, that is the way its supposed to work. That area is NOT just for contributions deposits, it for ANY transaction that deposits money into the asset account you're reconciling. The system crea...
by PLitada
Sun Apr 17, 2016 2:02 pm
Forum: Accounting
Topic: Debit entry under contribution on reconcilliation screen
Replies: 5
Views: 638

Re: Debit entry under contribution on reconcilliation screen

entered a debit on the accounts payable screen and it showed up under my contributions. I have voided it but it is still under my contributions on the reconciliation screen. How do I get it out of the contributions? It shows it has been voided but still shows it as being an outstanding deposit on m...
by PLitada
Sun Apr 17, 2016 12:47 pm
Forum: Accounting
Topic: Debit entry under contribution on reconcilliation screen
Replies: 5
Views: 638

Debit entry under contribution on reconcilliation screen

entered a debit on the accounts payable screen and it showed up under my contributions. I have voided it but it is still under my contributions on the reconciliation screen. How do I get it out of the contributions? It shows it has been voided but still shows it as being an outstanding deposit on my...
by PLitada
Fri Dec 18, 2015 11:53 am
Forum: Accounting
Topic: Transferring from savings to checking
Replies: 5
Views: 815

Re: Transferring from savings to checking

That helps!

One more question, once I do the correction, do I need to reconcile September again?

Thank you so much for your help!
by PLitada
Sun Dec 13, 2015 3:25 pm
Forum: Accounting
Topic: Transferring from savings to checking
Replies: 5
Views: 815

Re: Transferring from savings to checking

In September I transferred money from the church checking account to the savings account. Upon further reflection, this month, I realize that I did not transfer said funds properly. Some of the money was for Women's Ministries and some for the General Fund. I 've already closed out September so I'm...
by PLitada
Sun Dec 06, 2015 4:24 pm
Forum: Accounting
Topic: Transferring from savings to checking
Replies: 5
Views: 815

Transferring from savings to checking

In September I transferred money from the church checking account to the savings account. Upon further reflection, this month, I realize that I did not transfer said funds properly. Some of the money was for Women's Ministries and some for the General Fund. I 've already closed out September so I'm ...
by PLitada
Fri Sep 26, 2014 8:56 pm
Forum: Accounting
Topic: Contribution not on transaction screen
Replies: 4
Views: 1042

Re: Contribution not on transaction screen

I entered a contribution and it shows on my fund report. When I went to Reconcile the bank account, the contribution is not there nor is it on the view posted transaction screen. Not sure what I'm doing wrong. I'm still learning Power Church and have a long way to go. OK ... the Funds Report is a C...
by PLitada
Fri Sep 26, 2014 4:47 pm
Forum: Accounting
Topic: Contribution not on transaction screen
Replies: 4
Views: 1042

Re: Contribution not on transaction screen

I actually did both. I posted all contributions and than again on fund accounting, Everything is there with the exception of a contribution that went to a missionary. I reversed it and entered it again but that particular contribution isn't showing up even after being posted.
by PLitada
Sun Sep 21, 2014 3:57 pm
Forum: Accounting
Topic: Contribution not on transaction screen
Replies: 4
Views: 1042

Contribution not on transaction screen

I entered a contribution and it shows on my fund report. When I went to Reconcile the bank account, the contribution is not there nor is it on the view posted transaction screen. Not sure what I'm doing wrong. I'm still learning Power Church and have a long way to go.