User Support Forum

We have experienced bank fraud and have to open a new checking account immediately. We are in the 10th month of our fiscal year. I'm trying to figure out how to do this in PC. I will transfer funds out of the current checking account into a new one, and leave only enough to cover unreconciled checks...

How should I assign someone who is new to our body as a wife, but whose husband is known to us from past attendance with his family and former wife. The original couple shared an envelope # (still do) and the family stopped coming for a time. The man is back with part of the family and a new wife. S...

Neil, I did get advice from an accountant and she was able to help! As you know, I was concerned with the integrity of the expense report if I voided the checks and by doing so changed the year-to-date amounts of line items! She suggested I post all of the voided checks to the last month of the year...

Thanks for your help!!

I agree, an audit trail is of the utmost importance. I think my solution will work, again, as long as I void the checks and make a note in the financial statements. But my understanding of how the voids will affect my records is correct?

Thanks Neil. If I were to try and post these voids in prior closed months, wouldn't the changes effect every month following as the cash balance would change, which would result in amended statements? To further understand, if I void the checks in March, which is the last month in my fiscal year, it...

I am embarrassed to say that we have several checks from past years that remain unreconciled and never cashed. I am closing out the fiscal year and would like to address this. What do I need to do to get these off the books without disrupting the integrity of the current year's results? Do I click t...

Is there a simple way to create an attendance report by envelope number instead of member names? In Integrated Data Entry when you click on the attendance summary tab you see their attendance, as well as if they contributed each week. Is there a way to pull this information into a report as PowerChu...

I have several donor restricted income items and they work as normal when releasing funds. I have one that does not work properly, and does not show up on the list to use restricted funds. How do I correct this one line item? Thanks in advance for any help!