User Support Forum

I'm only a user, but I had an experience like this once. In our case, the contribution fund wasn't set up properly, and so when it "posted" to Fund Accounting it didn't actually go into the proper accounts. The other possibility I can think of is that the contributions were posted but the Fund Accou...

All of our contributions are deposited into the checking account. This means that any restricted funds are deposited along with the unrestricted funds. But most of these restricted funds are building for future large expenditures (like the building fund). And our savings account is actually paying m...

One workaround might be to create a System Admin account that both people have the password for. Then set up two "Almost SysAdmin" accounts, one for each person. Use the almost accounts on a day to day basis, so that tracks back to the person who made the change. Then only use the actual System Admi...

We have a few members who have set up charitable trusts, and then have the trust send checks to our church. We've been entering these using a fund code (901) that does not appear on their contribution statements. This started before I became the finance person. What are the pros/cons of this approac...