Search found 5 matches

by Wagner
Sat Jul 23, 2022 6:20 pm
Forum: Contributions
Topic: Unpledged Detail Report
Replies: 3
Views: 2399

Re: Unpledged Detail Report

Thanks. I think this will work. It's a lot of data but I may be able to calm it down a bit by exporting it to excel and working some power query magic on it.
by Wagner
Sat Jul 23, 2022 2:32 pm
Forum: Contributions
Topic: Unpledged Detail Report
Replies: 3
Views: 2399

Unpledged Detail Report

I am trying to see that member contributions have been applied correctly to their pledges. Some members have contributed but have not pledged. There is a summary report that gives unpledged totals [Contribution Fund Pledged/Unpledged Totals] but I cannot find a detail report showing who those unpled...
by Wagner
Fri Mar 11, 2022 10:40 am
Forum: Contributions
Topic: Contribution Fund Setup
Replies: 5
Views: 1846

Re: Contribution Fund Setup

I'm not sure what form of payment the brokerage account received. It was either a check or a wire transfer. The amount was booked as a fund accounting transaction, not through the contribution module. I reached out to Powerchurch for support and this was their solution. Reverse the original transact...
by Wagner
Thu Mar 10, 2022 2:51 pm
Forum: Contributions
Topic: Contribution Fund Setup
Replies: 5
Views: 1846

Re: Contribution Fund Setup

Thanks, Neil. The funds were never transferred from the brokerage account to the operations account. But, that's not the transaction I'm worried about. I can do that shortly. My concern is recreating the contribution properly, which for the most part you have answered for me. My only other concern i...
by Wagner
Tue Mar 08, 2022 5:11 pm
Forum: Contributions
Topic: Contribution Fund Setup
Replies: 5
Views: 1846

Contribution Fund Setup

I am new to PowerChurch having assumed the Treasurer's position several months ago. My question involves posting a transaction through the Contribution module. We set up a Capital Campaign fund [Fund # 7100]. The fund is set to Debit our Operations checking account [02-1110-200] and Credit Capital C...