Search found 36 matches

by sgbani
Fri Mar 01, 2024 5:25 pm
Forum: Contributions
Topic: Contribution Date vs. Deposit Date
Replies: 6
Views: 3773

Re: Contribution Date vs. Deposit Date

I was in a similar situation a couple of months ago. the governing board wanted a report that helped them 'connect the dots' between all the contributions that came in, with the deposit amount reflected by the bank, against the income/expense report. Since not all amounts on the contribution report,...
by sgbani
Sun Jan 14, 2024 8:51 pm
Forum: Contributions
Topic: Error Message in emailing statements
Replies: 7
Views: 6180

Re: Error Message in emailing statements

Do you use GMAIL for your email service, or some other similar email service, or is it self-hosted email server? We use Gmail, and before sending out the statements, you have to authorized powerchurch to use gmail using Gmail's authorization server. This sounds complicated, I know, but powerchurch m...
by sgbani
Sat Jan 13, 2024 1:13 pm
Forum: Contributions
Topic: Indirect/Soft Gifts
Replies: 10
Views: 1381

Re: Indirect/Soft Gifts

I agree with everything Neil has said. One thing to point out, however, in the example provide about donations coming directly from the rretirement accounts / IRA trustee. In the USA, some donations directly from an IRA to a charitable organization could be considered a QCD, qualified charitable con...
by sgbani
Sat Jan 13, 2024 10:18 am
Forum: Accounting
Topic: Help in preparing the quarterly Form 941
Replies: 5
Views: 1570

Re: Help in preparing the quarterly Form 941

One thing I just noticed is that, while I have Payroll Item Descriptions set up for Employer SSI and Employer Medicare, I don't actually use those items anywhere. I'm not sure how I would - do you think that's the problem? BJW I suspect this is the issue. If you have payroll item descriptions for E...
by sgbani
Fri Jan 12, 2024 5:56 pm
Forum: Accounting
Topic: Help in preparing the quarterly Form 941
Replies: 5
Views: 1570

Re: Help in preparing the quarterly Form 941

I've used PC+ for over 15 years, Financial admin for 30, currently using version 14.4 Each quarter when I prepare the Form 941,I have to go in and update the monthly tax deposits that I make for withholdings. Is there a special transaction, or account, that I should use so that the monthly tax liab...
by sgbani
Fri Jan 12, 2024 5:25 pm
Forum: Contributions
Topic: Contribution Date vs. Deposit Date
Replies: 6
Views: 3773

Re: Contribution Date vs. Deposit Date

I can only find one date for entering contributions, so I end up using the bank deposit date, so that it reconciles with the bank statement. Is there a way to enter the actual contribution date (when they donated online or the the Sunday they put the check in the offering), so that it matches a don...
by sgbani
Wed Dec 20, 2023 10:09 am
Forum: Accounting
Topic: Credits for refunds on credit card statement
Replies: 4
Views: 4695

Re: Credits for refunds on credit card statement

I will mention that historically our church did not utilize the liability account method for credit cards. Instead, they used a singular AP entry to expense all the transactions to their appropriate expense accounts. The issue I had with this approach is that their old method did not indicate to WHO...
by sgbani
Wed Dec 20, 2023 9:29 am
Forum: Accounting
Topic: Difference in checking balance between Check Register and prior Balance Sheet
Replies: 2
Views: 4100

Re: Difference in checking balance between Check Register and prior Balance Sheet

The fundamental difference in the Check Register and most other Fund Accounting report is that it selects data and calculates balances strictly by the transaction date, whereas all other Fund Accounting reports are based on the posting month. This means if you have a transaction dated January 31 wh...
by sgbani
Tue Dec 19, 2023 9:55 pm
Forum: Accounting
Topic: Difference in checking balance between Check Register and prior Balance Sheet
Replies: 2
Views: 4100

Difference in checking balance between Check Register and prior Balance Sheet

Hi All, I was exploring different reports upon request from our board, and decided to look into the check register report. We only have one (1) checking account, but multiple accounting funds (yes, fun indeed). However, I noticed that if I ran the check register report for a month (e.g. Nov 2023), t...
by sgbani
Mon Oct 02, 2023 10:57 pm
Forum: Contributions
Topic: Vanco Imports
Replies: 8
Views: 5175

Re: Vanco Imports

There is an open bug report/suggestion about this and I have added you to it. The issue - which I think turned that "bug" into a "suggestion" - is the donor doesn't have the ability to specify a designation on the Vanco side, so when modifying the imported contribution, the PowerChurch user would b...
by sgbani
Thu Jul 13, 2023 7:38 pm
Forum: Accounting
Topic: Customizing a Balance Sheet Report
Replies: 1
Views: 3993

Re: Customizing a Balance Sheet Report

Well, I do not think there is a standard report that does this, and perhaps creating a custom report is possible, but may be more difficult. If it was me, I would simply use the standard 'balance sheet by month' report, for the months you desire. Then, save-as an excel file, then in excel manually d...
by sgbani
Wed Jul 12, 2023 4:52 pm
Forum: Accounting
Topic: Corporate Payee Name on AP Cheques
Replies: 3
Views: 3161

Re: Corporate Payee Name on AP Cheques

Depending on the name of "Local Company", you could attempt to reassign the Vendor ID to a shorten name base of 5 digits I believe (maybe 6 is the limit). That way, when you search the vendor list, it may still show up as you type, yet the correct payee name would be present. Before making such a ch...
by sgbani
Fri Jun 02, 2023 9:20 am
Forum: Accounting
Topic: electronic payments
Replies: 3
Views: 2921

Re: electronic payments

To record an electronic check / payment, you would enter the payment under the 'manual check' within accounts payable. This means, accounts payable, maintain manual checks, and then 'add'. The payee is the 'vendor' (if the payee is not a current vendor, you will have to add them as a new vendor firs...
by sgbani
Mon May 08, 2023 9:00 pm
Forum: Accounting
Topic: Church disaffiliation/separation
Replies: 3
Views: 2653

Re: Church disaffiliation/separation

Our Church is going through the process as well, but we use PC+ desktop, not online. So, for us it is going to be a bit easier to implement the change because we use the desktop version. The real issue is one has to properly keep track of payroll tax data and deposits, plus W2's the following year. ...
by sgbani
Mon May 08, 2023 8:48 pm
Forum: Contributions
Topic: Contributions from donor-advised funds and RMDs
Replies: 3
Views: 5275

Re: Contributions from donor-advised funds and RMDs

Thanks very much! It's helpful to hear that you do it that way. The issue for me would be duplicating all of our contribution funds--we easily have dozens. (We use a different one for each Sunday School class, special project, etc... I didn't set it up......!) But if we don't find a better way, we ...