User Support Forum

Thanks. By allowing "Pledge Queries" by data entry operators and "Data Entry Only" for operators in password settings, the result we need was evident. A pledge was shown, if made, but not the amount of the pledge.

In response to your question regarding posting, the counters input data from checks and cash , verify the totals and print the deposit slip. When they are in balance they prepare the bank deposit. Posting to contributor and Accounting records are completed by the Treasurer.

Thanks, Neal, for your response to my question. After trying various options on my Demo version of PC, I don't find the right combination of check marks in passwords to make this work. Our counters key the data and then need access to the unposted transactions to make corrections before printing the...

Our Vestry (12 members) are assigned two each time to count monies received and to post contributions each Sunday following services. A check of the pledge status during contribution data entry indicates the amount of the pledge, if any. There is objection to persons other than the Treasurer having ...

One of the types we assigned to several funds which receive contributions is Not Tax Deductible. The help display and the selection coding indicates that type is included in the contribution statement, but I have not been able to see it displayed. We would prefer to identify not tax deductible contr...

Thanks, wms7328. Changing the PDF didn't work for me, but changing the sub-title did the job.

If December has not been closed, expenses can be recorded (Dr. expense account), (Cr. Accounts Payable). In January, when payment is made, (Dr. Accounts Payable), (Cr. checking account). Likewise, revenue can be recorded (Dr. Accounts Receivable), (Cr. income account). In January, when payment is re...

Is it possible to change the title of "Balance Sheet" to "Statement of Financial Position" and "Income and Expense" to "Statement of Financial Activity"? This would be more in line with wording used for non-profit entities.

Thanks. The problem seems to be that the backup I made restores the original preferences over those that I make after the restart. If there was some way to isolate the COA on the backup, and if I could just restore it, that would be preferable. I guess I'll have to check in with support.

I did a backup after I completed my chart of accounts, then tried to enter 2014 budgets. There was no way to get to 2014 since I had set the new year for January, 2015. When I restarted accounting and restored by COA backup, the same problem existed.

After setting accounting preferences for the fiscal year beginning January, 2015, I was locked out of entering current year (2014) account balances and budgets. How can I backup just the chart of accounts and redo the accounting setup to include the current year, then restore my chart of accounts?