User Support Forum

My main concern was understanding when to use income/expense accounts versus pass thru liabilities and I think you've cleared that up. My other goal is to setup the accounts so that the reporting is as clear as possible when using the Budget Report (we currently don't use sub-accounts, but I'm think...

Thanks, Neil. From your reply, I gather that pass thru liabilities should only be used when the money will be collected BEFORE the receiving organization is paid, and the intent is to pass ALL of the money to that organization. Let's say in the t-shirts example that we expected the total cost to be ...

Our church routinely accepts payments for items such as clothing and study books, and fees for seminars, retreats and trips. In the past, we have coded the costs of the items/trips as expenses and treated the payments as designated income (but NOT tax-deductible). Therefore, it impacts our income an...

Starting the process from scratch worked fine. Not sure what was going on. Thanks for the help!

Matt: I tried setting it up the way you describe, but no matter which account I set as the debit/credit account in the pay item, when it posts to Fund Accounting, the release account is the credit and the release from restrictions account is the debit. It appears that the payroll module is changing ...

Thanks, the setting under preferences is the part I was missing. I couldn't figure out how to remove the limitations that Powerchurch places on the account types that can be used for the debit and credit accounts on Pay Items. Just out of curiosity, what validation is done when the Validate Accounti...

Over the last several months, contributions have been received to raise money for the salary for a youth pastor. These contributions have been posted in fund accounting to a restricted fund. Now that we have hired a youth pastor, I need to release those funds each pay period. Is there a way to setup...

Our church periodically has to pay for event registrations, such as adult softball registration, before the money is actually received from the participants. For the softball example, we register and pay in February, but signups aren't until March or April. What is the appropriate way to handle this...