Search found 14 matches

by DBS_CBC
Sat Mar 14, 2020 10:44 pm
Forum: Accounting
Topic: Creating a Fund for pass through expenses
Replies: 14
Views: 244

Re: Creating a Fund for pass through expenses

Thanks for sharing your wealth of knowledge.
by DBS_CBC
Sat Mar 14, 2020 9:47 pm
Forum: Accounting
Topic: Creating a Fund for pass through expenses
Replies: 14
Views: 244

Re: Creating a Fund for pass through expenses

I realize that I am late responding to this thread but I came across it while looking for ideas on how to manage the expenses for our youth camps and mission trips and the suggestion of using one or more Liability Accounts along with the Designated Contributions sounds like just what I am looking f...
by DBS_CBC
Sat Mar 14, 2020 7:54 pm
Forum: Accounting
Topic: Creating a Fund for pass through expenses
Replies: 14
Views: 244

Re: Creating a Fund for pass through expenses

To clarify. These types of scenarios I am speaking about would not qualify for a tax receipt. It is simply an event the church supports but those attending are asked to pay their own way. So it is not a budgeted item on the church books, therefore this is why I'd prefer to not have it on the income...
by DBS_CBC
Fri Mar 13, 2020 9:57 am
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Re: Setting Up Multiple Accounting Funds

Thanks again for your patience and help.
by DBS_CBC
Fri Mar 13, 2020 8:50 am
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Re: Setting Up Multiple Accounting Funds

Thanks for clearing those things up for me. I think I have all of the Accounting Funds set up the way they need to be. I am ready to take the plunge with getting beginning balances, accounting, and contribution data entered. (We have decided to input all YTD data for 2020). So, since the program tr...
by DBS_CBC
Thu Mar 12, 2020 3:48 pm
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Re: Setting Up Multiple Accounting Funds

Neil, I guess I really did miss something. I assumed that the core four digits of the account number could only be used once, partially to allow the use of asset accounts across Accounting Funds and also to allow the merging of Accounting Funds. So, I can have detail income accounts of 01-4111-000 ...
by DBS_CBC
Mon Mar 09, 2020 5:19 pm
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Re: Setting Up Multiple Accounting Funds

Its a good idea to keep the Unrestricted Net Assets account number across any other funds being used as its the default, and frankly, the system keeps all the data separate. You can change it, but there's really no need. I However, other temp restricted funds need not be shared across those funds. ...
by DBS_CBC
Mon Mar 09, 2020 2:54 pm
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Re: Setting Up Multiple Accounting Funds

Our church has decided to make the move from our existing software to PowerChurch V12.2, and are setting up multiple Accounting Funds. I understand the requirement to link the shared asset accounts (Checking, Savings, etc.) across the funds by using the same account number in each fund. But, are th...
by DBS_CBC
Mon Mar 09, 2020 11:23 am
Forum: Accounting
Topic: Setting Up Multiple Accounting Funds
Replies: 10
Views: 143

Setting Up Multiple Accounting Funds

Our church has decided to make the move from our existing software to PowerChurch V12.2, and are setting up multiple Accounting Funds. I understand the requirement to link the shared asset accounts (Checking, Savings, etc.) across the funds by using the same account number in each fund. But, are the...
by DBS_CBC
Thu Sep 26, 2019 4:21 pm
Forum: Custom Reports
Topic: Custom Date Ranges
Replies: 9
Views: 130

Re: Custom Date Ranges

My question too. I get asked by the pastor for previous ytd to compare with current ytd, for eg. jan-jun 12 2018 to compare jan-jun 2019. For example in the summer months, maybe income is dropping off and the trend is needed to anticipate where it is heading before the month's up, maybe to put a pl...
by DBS_CBC
Thu Sep 26, 2019 1:10 pm
Forum: Custom Reports
Topic: Custom Date Ranges
Replies: 9
Views: 130

Re: Custom Date Ranges

Custom Reports in Fund Accounting only give access to month/year balances and budgets. It doesn't report on individual transactions and therefore doesn't allow you to query against transaction dates. What is the rationale for limiting reports this way? We routinely have requirements to provide fina...
by DBS_CBC
Thu Sep 26, 2019 11:30 am
Forum: Custom Reports
Topic: Custom Date Ranges
Replies: 9
Views: 130

Re: Custom Date Ranges

Is there a way to produce reports with custom date ranges such as income and expenses from March 18 to August 10 rather than by month to month? It would have to be a locally created custom report. The standard reports reflect how most churches do their financial reporting which is monthly. Do you m...
by DBS_CBC
Thu Sep 26, 2019 10:55 am
Forum: Custom Reports
Topic: Custom Date Ranges
Replies: 9
Views: 130

Custom Date Ranges

Is there a way to produce reports with custom date ranges such as income and expenses from March 18 to August 10 rather than by month to month?
by DBS_CBC
Thu Jan 22, 2015 3:01 pm
Forum: General Questions and Discussion
Topic: Setting up PC+ for Church, Preschool, & Daycare
Replies: 2
Views: 1104

Setting up PC+ for Church, Preschool, & Daycare

The membership/fund accounting/payroll software that we have been using for many years is not compatible with operating systems beyond Windows XP (or Windows 7 in virtual XP mode). After researching a number of software packages, we have decided to try PowerChurch Plus. That said, we plan to take th...