User Support Forum

. I guess you missed the part where the OP said she didn't want to do an ACH, as its wasn't worth the money. So my suggestion will work for what she wants to do. [/quote] That is not what I read, I saw that the OP has ability to do ACH, just not worth the API/upload of the direct deposit file? Perh...

Hi, We have only 6 employees but they have been persistent in asking about Direct Deposit rather than checks. How do we get started with this? I found that I can enter the ACH transaction with my bank (with such a small number of employees, it's not worth an API/upload). What do I need to do with P...

Contributions should be entered through the contribution modules. Once you 'post' those contributions from within the contribution module, and based on how you choose to post those contributions, it will show up from within fund accounting, allowing you to reconcile through the reconciliation featur...

When I have dealt with interest for our CD's, I have done the following, using your numbers as an example: Entered via Fund Accounting 01-1376 CD Asset (debit) - $6,856.16 01-4460 Interest Income (credit) - $6,856.16 01-1320 Bank Asset (debit) - $251,856.16 01-1376 CD Asset (credit) - $251,856.16 Th...

You can always export the report as an Excel file, and make desired changes in that fashion.

I agree with Neil, The short answer is no to your finance management people. You record the contribution the day you receive it, whatever year it is. As part of our church's finance team for planning, I perceive that it doesn't matter whether the contribution was received in the previous or current ...

As NeilZ provided in the link, it shows the vanco import setup. in my opinion, there are two articles to review together, the one NeilZ provided on the import setup. That article also contains a link to another article, linked below that provides more specific examples of account names / numbering s...

I use a third-party site (paycheck city) to verify withholdings whenever I update the tax tables. Second, you could use publication 15-T to calculation the federal withholding by hand to also verify. $3,200 per month gross is ~$38,400 per year gross income. Assuming this person submitted a W4 ver 20...

I looked at my tax table calculations in PC+, and my values of tentative amount to withholding match amounts to what NeilZ posted, and I am also using v14.4 latest MR.

I would first do a few payroll reports, in particular: Employee Pay items Selected Payroll Data and/or quarterly report. I would do it one quarter at a time evaluation as to why your tax deposit report for withholding, social security, medicare differ. Do you pay your tax deposit monthly or quarterl...

My suggestion is to not delete already posted contributions that have been properly verified / reconciled. You can certainly enter additional contributions for the remote members (so I assume electronic giving) for the same contribution date(s). That way, for reporting, for 'fund report by date', th...

One challenge we have are Vanco contributions. The donor made the contribution on 12/31/24, but it's not yet posting through the import. I believe I will need to change the date on the import to match the donor's 2024 intent? For Vanco contributions, at our church, we use the date in the Vanco impo...

being out of sync with the bank statement happens often enough throughout the year when Sunday offerings are marked as received on Sunday, but the actual deposit date (next business day) recognized by the bank is the next month. (think June 2024 as an example) so, in that way, for contributions, we ...

Just to add a few thoughts to the topic. Nearly 20 years ago, when we started using PC+, someone thought it was a good idea to have a bunch of accounting funds. our church is small, only has one checking account, but have over a dozen accounting funds that use it (cue eyeroll). Specifically, our pow...

I would advise using the Contributions Modul e because I prefer any income of any kind such as donations (deductible, or non-deductible), interest, registration fees, even cash/check refunds, come through the contribution module. Only Credit Card rewards are handled differently (through accounts pay...