User Support Forum

Good morning. I've discovered that we've created two profiles for the same individual but with different envelop numbers. Is there a way to merge these two profiles and put one of the envelop numbers back into the queue? Thank you for your assistance? Joyce

Thank you, sir. I backup each of these modules on their individual flash drive: All Files & Pictures, Membership, Contributions, and Accounting. Since you're the expert, is it your recommendation to not make it a practice of restoring individual modules, esp. Accounting and Contributions? Your infor...

Thank you, Zorak, for your response. As a follow-up question, would the restoration only update "Membership" files on the computer it was restored onto or all desktop computers in the network? Also, now that I know we can update solely "Membership" files, can we do the same for Accounting, Contribut...

Good morning. I did a backup of "Membership Files on Monday of this week. If I were to restore those files today, would this restoration manipulate data entered in other files as well, such as Accounting, Contributions, All data files & pictures, etc.? Thank you.

Good morning, and I hope you're having a terrific morning! Neil, when you made reference to the "User Guide," were you making reference to the online training? Please bear with me; I'm trying to get a better understanding, sir, and I'm not going to stop trying. I appreciate your guidance. Thank you.

Neil, I've discovered in my search that the Account Activity Report for our 02-6202-202 Nehemiah Expense account has some of the same transactions that's on the Account Activity Report for our 02-1185-000 Wells Fargo Nehemiah account. Is this normal? Thank you.

"Our balance sheet shows an inaccurate balance for our Nehemiah Project, which is one of our general operating asset accounts. The balance sheet shows, for example, -194,231.00, but the actual bank balance is $22,204.00. To make an adjustment, would I be correct in entering this transaction: Debitin...

Good morning, Neil.

As we move forward in search for the problem(s), would you please comment on the questions I've posted. I want to make sure we're headed in the right direction.

Thank you, sir.

Neil, I failed to me mention that because our balances are so out of whack, my pastor asked a tech if we could just erase everything and start over, which the tech replied in the affirmative. So all transactions history prior to December 2022 have been deleted (however saved onto a flash drive). Rig...

Hi, Neil. While I do appreciate your suggestion that we find out what the problem is before making adjustments, in the process of finding the errors, I'd like for us to make sure we're not repeating the same mistakes. With that thought in mind, I have this question: When transferring funds from our ...

Thanks, NeilZ. I will let the accountant know of your suggestion, as well as my supervisor.

Good day. Our balance sheet shows an inaccurate balance for our Nehemiah Project, which is one of our general operating asset accounts. The balance sheet shows, for example, -194,231.00, but the actual bank balance is $22,204.00. To make an adjustment, would I be correct in entering this transaction...

Question has been answered. Please disregard. Thank you.

Good day. Is there a way to create and print a list of the members' names only? I've searched and searched, but to no avail. Please help. Thank you.

Thank you for that clarification.