Search found 9 matches

by RobynS
Thu Sep 03, 2020 4:59 pm
Forum: Contributions
Topic: Contribution Report by envelope # only
Replies: 2
Views: 114

Re: Contribution Report by envelope # only

Thank you, Neil - great workaround! Glad to know I wasn't missing something in the report menu!
by RobynS
Thu Sep 03, 2020 3:03 pm
Forum: Contributions
Topic: Contribution Report by envelope # only
Replies: 2
Views: 114

Contribution Report by envelope # only

I apologize if this has been covered in another thread, but I cannot find anything using search. This is probably a very simple question, but is there a contribution report that shows the totals (last year) using ONLY the envelope number? This report is being sent to our auditors and I don't want th...
by RobynS
Thu Mar 14, 2019 1:58 pm
Forum: Accounting
Topic: Advance cheques
Replies: 1
Views: 65

Advance cheques

What is the best way to deal with advance cheques? I often receive requests for cheques to be issued that will cover upcoming expenses. The receipts I receive may be slightly more or less than the amount asked for. How should I enter the initial advance cheque, as well as reimbursement of unused amo...
by RobynS
Fri Jan 25, 2019 4:41 pm
Forum: Maintenance Releases
Topic: Version 12 - 01/07/2019 Maintenance Release
Replies: 3
Views: 268

Re: Version 12 - 01/07/2019 Maintenance Release

Thank you so much - if I had just read it carefully I would have seen it said "install" rather than "download." Sigh...
by RobynS
Thu Jan 24, 2019 2:18 pm
Forum: Accounting
Topic: Moving monies from one account to another
Replies: 1
Views: 80

Moving monies from one account to another

I apologize if this topic is covered in another topic thread - I tried a number of times in the search bar but was unable to find something that would show me what I need to know. In 2018 we had two interns working part-time. Their salaries were charged to the Pastoral Staff account rather than the ...
by RobynS
Thu Jan 24, 2019 2:04 pm
Forum: Maintenance Releases
Topic: Version 12 - 01/07/2019 Maintenance Release
Replies: 3
Views: 268

Re: Version 12 - 01/07/2019 Maintenance Release

Just wondering why the notification for the maintenance release (Version 12) pops up every time I open the program. I did download and install it when it first appeared. I assume there isn't a new release each time and that it is just repeating itself.

Thanks!
by RobynS
Thu Feb 22, 2018 2:55 pm
Forum: Accounting
Topic: Glitch in employee records (social insurance numbers)
Replies: 1
Views: 130

Glitch in employee records (social insurance numbers)

Not sure if anything like this has been posted - my apologies if it has. While updating our payroll records yesterday in preparation for tax time, I found that all the social insurance numbers (current and former employees) have been replaced with meaningless characters. Could this mean that there i...
by RobynS
Thu Nov 30, 2017 1:10 pm
Forum: Accounting
Topic: Void/reverse cheque posted to Fund Accounting
Replies: 2
Views: 137

Re: Void/reverse cheque posted to Fund Accounting

Thank you, Neil - much appreciated! For those of us who struggle with accounting, you are GOLD!
by RobynS
Wed Nov 29, 2017 1:21 pm
Forum: Accounting
Topic: Void/reverse cheque posted to Fund Accounting
Replies: 2
Views: 137

Void/reverse cheque posted to Fund Accounting

In May 2017 I made out a cheque using the name of the company on the invoice, and after it had not cleared for a couple of months, I contacted them by email. I only just heard back from them (November) and it appears she could not cash it as it should have been written to her personally. She has not...