Search found 135 matches

by whfpc
Wed Mar 20, 2024 1:57 pm
Forum: Accounting
Topic: Expense Tracking Solution
Replies: 11
Views: 297

Re: Expense Tracking Solution

I am back!!! Posting on this thread to keep my notes straight. I want to make sure I understand fully before I pay the invoice for the credit card, post accts payable and do the reconciliation. We have budget accounts - Fund 01 and Designated accounts - Fund 02 charged to this cc. I have entered all...
by whfpc
Tue Feb 27, 2024 10:22 am
Forum: Accounting
Topic: Expense Tracking Solution
Replies: 11
Views: 297

Re: Expense Tracking Solution

Yes, church credit card!
by whfpc
Tue Feb 27, 2024 9:59 am
Forum: Accounting
Topic: Expense Tracking Solution
Replies: 11
Views: 297

Re: Expense Tracking Solution

Understood! That answers my question, it was the "to the order of". Wish me luck :)
by whfpc
Tue Feb 27, 2024 9:48 am
Forum: Accounting
Topic: Expense Tracking Solution
Replies: 11
Views: 297

Re: Expense Tracking Solution

Do you make the manual check out to the business in which the card was used?
by whfpc
Tue Feb 27, 2024 8:28 am
Forum: Accounting
Topic: Expense Tracking Solution
Replies: 11
Views: 297

Re: Expense Tracking Solution

Chiming in on this question because I tried to do this once and I'm pretty sure I made of mess of it and then just quit doing it. However, when we have credits it's a nightmare. So you make a liability acct say 01-2012-000 but then can you give an example off multi holders of the cc? Do you enter th...
by whfpc
Thu Jan 19, 2023 12:22 pm
Forum: Accounting
Topic: Printing 1099-Misc on preprinted forms
Replies: 6
Views: 621

Re: Printing 1099-Misc on preprinted forms

Thank you! I received the 2up form instead of the 3up, new order in. I wish I would have written it down before I wasted so much time trying to figure out how to align it. Lessons learned every single day! I appreciate this forum and all of the work you all do for us!
by whfpc
Thu Jan 19, 2023 10:45 am
Forum: Accounting
Topic: Printing 1099-Misc on preprinted forms
Replies: 6
Views: 621

Re: Printing 1099-Misc on preprinted forms

I answered my own question! Now to find the correct forms! Sorry :(
Robin
by whfpc
Thu Jan 19, 2023 10:36 am
Forum: Accounting
Topic: Printing 1099-Misc on preprinted forms
Replies: 6
Views: 621

Re: Printing 1099-Misc on preprinted forms

I am having a more severe issue with my form. I have 1099 misc and the calendar year is just marked 20__, the two digits are open and the form is totally different. This year it is 2 per page instead of 3 per page, last year had 1099-NEC. I just did a reorder and "assumed" it would be the same. If t...
by whfpc
Mon May 02, 2022 12:12 pm
Forum: Accounting
Topic: Open invoice new line
Replies: 8
Views: 1776

Re: Open invoice new line

I would also like to see if it can be addressed.
by whfpc
Mon May 02, 2022 8:21 am
Forum: Accounting
Topic: Open invoice new line
Replies: 8
Views: 1776

Open invoice new line

PC 12 user, good morning, I have noticed since the most recent update when entering open invoices with multiple lines the system doesn't automatically take you to the next line until you are in balance, at times you have to choose to add a line because the option to click on the next line is not the...
by whfpc
Wed Mar 30, 2022 8:15 am
Forum: General Questions and Discussion
Topic: Error in Bulk Email
Replies: 2
Views: 2263

Re: Error in Bulk Email

Not sure about anyone else but the last update on v12. fixed my emailing issues!!!!!!


Email

Port number disappears from the UI when sending emails, but emails are sent using that port number
by whfpc
Tue Feb 15, 2022 8:21 am
Forum: General Questions and Discussion
Topic: Multiple addresses
Replies: 1
Views: 1295

Multiple addresses

I really wasn't sure if this should fall under general questions.... I have a member who is requesting the following: From member: Here is the tricky part - I would like her birthday cards / thinking of you cards / Tower Chimes to go to her, I would like her financial info - to come to me. I am not ...
by whfpc
Wed Feb 02, 2022 7:52 am
Forum: General Questions and Discussion
Topic: System email settings truncates in Payroll
Replies: 6
Views: 1938

Re: System email settings truncates in Payroll

Sorry to intrude on the original post, thought maybe they were related in other ways. FWIW TLS is selected :)
by whfpc
Tue Feb 01, 2022 12:57 pm
Forum: General Questions and Discussion
Topic: System email settings truncates in Payroll
Replies: 6
Views: 1938

Re: Error in Bulk Email

It is correct in the File -> PREFERENCES -> System Setup Options, and the EMAIL setup tab
by whfpc
Tue Feb 01, 2022 12:56 pm
Forum: General Questions and Discussion
Topic: System email settings truncates in Payroll
Replies: 6
Views: 1938

Re: Error in Bulk Email

The outgoing mail server:
smtp.office365.com
I have to add :587 to the end of that each time I send payroll stubs.

Robin