User Support Forum

I made that error of typing 2022 instead of 2023 and my contributions for this past week posted to individual contribution records as a 2022 contribution. I have not posted it in accounting so that will be an easy fix. But is there an easy fix to the individual contribution reports? Or do I have to ...

Is there a way to alphabetize my repeated transactions within a second field? For example I have checks, journal entries, transfers, etc. - but within each of these I have checks for specific items or journal entries for specific items. I would like to be able to alphebetize all checks within the ch...

Can I go back and view an entire transaction that was posted in October of 2019? I have found individual lines of the transaction in Account Activity but I'm not positive I have found all entries on the transaction. Is there a way to see the entire transaction - like I can current transactions in Vi...

Thank you! Does this normally happen automatically when a Restricted Fund Account is set up?

I did not remember having to do this in the past. Perhaps I had just forgotten! I have it there now so, again, thank you!

I have a Temporary Restricted Fund that is not showing up in my list when I enter a check and click the Release Restricted Funds button. I'm confident there is a box not checked somewhere or something simple but I have searched and compared everything I can think of and can't find it. Any suggestions?

We are a small but growing congregation. We formed about 12 years ago and have never filed for tax exempt status but as we grow, the subject comes up more often as purchases are made. We are in Alabama. We have an EIN, a Constitution and By-laws, and we are incorporated. I do our bookkeeping as a vo...

I'm still searching for a way to enter a budget amendment so that it is easily seen at the close of year (and throughout the year). I'm trying to come up with an entry that would increase my account balance and I could say Budget Amendment in the description. I know I could credit said account but a...

We need to acquire Microsoft Office software. Is anyone aware of a discounted option for church use? Thank you

We received a notice from IRS that our TIN/name for our cleaning contractor was incorrect. They match the info provided by the vendor. Does anyone have any experience using he IRS TIN verification tool? I can't figure out how to register the church. Thanks!

Thank you!

Thank you, I tried the reindexing and it did not remove the partials.

It would be great, if it is easier to include as an option, to wipe out all of the drop down info and let you start over.

I'm referring to situations such as a City Name was entered as a partial or misspelled or a wrong state or a partial zip code. These items make the drop down menu quite long and I would like to delete those that are not useful to make entry easier.

When adding new members/non-members, my drop down boxes have a lot of erroneous info or incomplete info. Is there a way to delete this info and leave only what is useful? Thank you!

I added this to the wish list ages ago. Is there a chance it is in the works for Budget Amendments to show as a change to the original budget? Thank you!

Thank you!