User Support Forum

We're in our pledge drive and working to generate a list of those who pledged last year but have yet to pledge this year. In doing this I've seen an anomaly. Not sure if this detail matters but we are on a July 1 fiscal year. Envelope ABCD pledged $8,000 for 14/15 and 15/16. In a report a few months...

Just to add information... We run on a July 1 fiscal year with a pledge drive starting around March 1. For a given FY we'll see pledges soon after the pledge drive starts and continuing until September of the next year. So for our 14/15 FY our first pledges are in March '14 and the last pledges are ...

The big question is how why the reconciliation worked. It shouldn't have, but it did. The Admin has suggested taking a day to redo all the reconciliations for the last year. I'm not quite ready to do that, although I was tempted to pull her leg and suggest reentering all the transactions for the las...

The Admin and I tackled this on Friday without success. It is very strange. For instance, one AR transaction is a credit card payment. It appears in the listing for the credit card service and the amount on the bank statement is correct. So we are 99% sure the payment made it into the bank. Same wit...

Yes, that makes sense. I will look for the missing deposits.

Thanks.

I took over as Treasurer a few months ago. We have a Church Admin who does the hands-on work with PC. We've got a reconciliation problem we're trying to resolve before our FY ends June 30. There are a half-dozen entries that appear as outstanding items from previous months. They are either AR or CON...