Search found 24 matches

by philwells1
Mon Feb 12, 2024 12:10 pm
Forum: Accounting
Topic: Changing A Congregants Address in Contributions
Replies: 2
Views: 6857

Changing A Congregants Address in Contributions

I need to change an address of a contributor. I have been unable to determine a way to do this. Could you advise? Thank you.
by philwells1
Wed Nov 29, 2023 12:49 pm
Forum: Accounting
Topic: Printing Posting Report
Replies: 2
Views: 2983

Re: Printing Posting Report

Thank you for the help.
by philwells1
Sun Nov 26, 2023 12:15 pm
Forum: Accounting
Topic: Printing Posting Report
Replies: 2
Views: 2983

Printing Posting Report

I have made the error in that I hit the finish button instead of the posting report button when concluding a collection and thus had no documentation for the work. Is there a way to go back and find and print the posting report? I have tried but have not been able to figure out the sequence. Thank y...
by philwells1
Fri Oct 21, 2022 9:38 am
Forum: Accounting
Topic: How to remove Repeating Transactions
Replies: 2
Views: 485

Re: How to remove Repeating Transactions

Thank you.
by philwells1
Thu Oct 20, 2022 11:46 am
Forum: Accounting
Topic: How to remove Repeating Transactions
Replies: 2
Views: 485

How to remove Repeating Transactions

I have several either redundant or incorrect repeating transactions that I would like to delete and redo. I cannot find a way to delete these transactions. Can you help me with this? Thank you.
by philwells1
Tue Aug 16, 2022 12:17 pm
Forum: Accounting
Topic: How to reprint a contribution report
Replies: 2
Views: 601

How to reprint a contribution report

I inadvertently missed printing a contribution statement by hitting finish prematurely. I would like to be able to print that statement to include in my files to confirm the contributions. Once that step is passed, is there a way to go back and print a specific statement? I am unable to locate guida...
by philwells1
Sat Sep 11, 2021 6:47 pm
Forum: Accounting
Topic: How to Merge 2 Contributors into one?
Replies: 4
Views: 1104

Re: How to Merge 2 Contributors into one?

Thanks again.
by philwells1
Fri Sep 10, 2021 7:00 pm
Forum: Accounting
Topic: How to Merge 2 Contributors into one?
Replies: 4
Views: 1104

Re: How to Merge 2 Contributors into one?

What if the 2 family members have the same envelope # but when pulled up under contributions, they come up separately. When you look at each individual, under their data both names are included as tho they are in a family, but when pulled up under contributions, they are listed individually (e.g. Mr...
by philwells1
Mon Sep 06, 2021 1:36 pm
Forum: Accounting
Topic: How to Merge 2 Contributors into one?
Replies: 4
Views: 1104

How to Merge 2 Contributors into one?

In the past several separate family members have been input into the contributions module instead of being input as one family (wife and husband). I would like to correct the situation. Is there a way to merge the 2 into a single family unit and thus have their contributions merged also? Thank you.....
by philwells1
Mon Aug 30, 2021 12:29 pm
Forum: Accounting
Topic: changing account from inactive to active
Replies: 1
Views: 414

changing account from inactive to active

I am having difficulty with a detail account that is currently designated as inactive. I need to utilize that account for a specific expense but am unable to figure a way to change the designation from inactive to active. Can you give me some way to do that? Thank you...phil wells.
by philwells1
Tue Mar 02, 2021 10:58 am
Forum: Accounting
Topic: Correcting an Error by restoring
Replies: 7
Views: 2368

Re: Correcting an Error by restoring

Neil, It worked out fine. I actually used a separate USB flash drive that I had only the specific date wanted. It cleared me back to 2/24 and I was able to make the reversal/corrections and re-reconcile both accounts. I was quite leery about the reconciling but it worked out fine. All is a learning ...
by philwells1
Mon Mar 01, 2021 6:28 pm
Forum: Accounting
Topic: Correcting an Error by restoring
Replies: 7
Views: 2368

Re: Correcting an Error by restoring

Yes, I am talking about just Power Church backups.
by philwells1
Mon Mar 01, 2021 2:05 pm
Forum: Accounting
Topic: Correcting an Error by restoring
Replies: 7
Views: 2368

Re: Correcting an Error by restoring

On the prior reply the top line is a debit and the lower one a credit. The DC was changed when sent to you. pw.
by philwells1
Mon Mar 01, 2021 2:02 pm
Forum: Accounting
Topic: Correcting an Error by restoring
Replies: 7
Views: 2368

Re: Correcting an Error by restoring

Neil, The last time I posted was the 24th and since then I have not posted anything other than the one account reconciliation. What happened was that I transferred a small amount of funds from one to the other. Apparently I reversed them so they are backward on the software compared with the bank st...
by philwells1
Mon Mar 01, 2021 10:55 am
Forum: Accounting
Topic: Correcting an Error by restoring
Replies: 7
Views: 2368

Correcting an Error by restoring

I have made an error on reconciling one of my accounts and I would like to somehow correct the error. Unfortunately the reconciliation was completed and currently cannot be altered. I was advised on the forum in the past that an error such as this could be cleared and could be done by going back to ...