Search found 10 matches

by S_McEwen
Tue Jan 21, 2020 2:05 pm
Forum: Membership
Topic: Name line on reports
Replies: 2
Views: 657

Re: Name line on reports

I am running the year end reports and noticed that for several members who have a spouse pass away that on the name line of the address it has "the surviving spouse's name & Family". In all of these cases they are the only member of the family making contributions. The Financial Secretary would lik...
by S_McEwen
Fri Jan 17, 2020 10:38 am
Forum: Membership
Topic: Name line on reports
Replies: 2
Views: 657

Name line on reports

I am running the year end reports and noticed that for several members who have a spouse pass away that on the name line of the address it has "the surviving spouse's name & Family". In all of these cases they are the only member of the family making contributions. The Financial Secretary would like...
by S_McEwen
Wed Aug 23, 2017 11:09 am
Forum: Other Modules
Topic: Changing the Fiscal Year
Replies: 1
Views: 3131

Changing the Fiscal Year

Is there a way to change the fiscal year? Our FY is from July 1 to June 30 and it would help me when doing reports for the dates to coincide.
by S_McEwen
Tue May 16, 2017 11:40 am
Forum: Contributions
Topic: Fund Summary different from Pledge Summary
Replies: 5
Views: 858

Re: Fund Summary different from Pledge Summary

Thank you Neil. It turned out that one of the contributions had not been applied to the pledge period when checking the pledge detail.
:D
by S_McEwen
Mon May 15, 2017 10:23 am
Forum: Contributions
Topic: Fund Summary different from Pledge Summary
Replies: 5
Views: 858

Re: Fund Summary different from Pledge Summary

All the contributions are registered against the pledge and are within the pledge period.
I'd send a screenshot if I could figure out how to.
by S_McEwen
Thu May 11, 2017 1:10 pm
Forum: Contributions
Topic: Fund Summary different from Pledge Summary
Replies: 5
Views: 858

Fund Summary different from Pledge Summary

I have contributor questioning a statement recently mailed to them. It is a full fund report for our fiscal year to date with only the pledge fund showing. The contributor gives online once a month and it is the same amount each time. The Fund summary is showing the correct amount for the contributi...
by S_McEwen
Mon Feb 01, 2016 2:31 pm
Forum: Custom Reports
Topic: Recognizable Giving
Replies: 2
Views: 1216

Re: Recognizable Giving

I'll try that.
Pledge names - those who promise to give a certain amount for the fiscal year
Plate names - those who give without the commitment

I'm still trying to figure out their terminology here.
Thanks
by S_McEwen
Mon Feb 01, 2016 11:08 am
Forum: Custom Reports
Topic: Recognizable Giving
Replies: 2
Views: 1216

Recognizable Giving

The Financial Secretary has asked for a custom report with the following criteria: Member/Non-member status Pledge names Plate names Regular/Occasional/no recent Attendance recognizable/non-recognizable giving (both without monetary info) I have tried looking through the Contributions Reports and Cu...
by S_McEwen
Fri Jan 09, 2015 12:25 pm
Forum: Contributions
Topic: Year End Contribution Statement Issue
Replies: 2
Views: 664

Re: Year End Contribution Statement Issue

Ha, should have noticed that.
Thanks!
by S_McEwen
Fri Jan 09, 2015 12:19 pm
Forum: Contributions
Topic: Year End Contribution Statement Issue
Replies: 2
Views: 664

Year End Contribution Statement Issue

I have PC 11.5 on Windows 7 and am running the year end Contribution Statements. The issue is that the Financial Secretary would not like to see the Pledge Summary at the end as this church runs a financial year of 7/1 to 6/30 the following year. If I have to make a custom report, how do I do that? ...