User Support Forum

Here is what we do: 1. We enter the transaction at the date the stock is received via the fund accounting mode (transaction, not contribution). We debit the income account and credit an cash account, setup for our brokerage on the chart of accounts. 2. We do a letter on letterhead that shows receipt...

We handle it this way: 1. Make sure that you have a liability account setup for the deduction in your chart of accounts . This is where the deductions will be posted on your general ledger until you pay the retirement institution. Our account is 01-2280-000 Retirement Withheld. 2. In the Payroll mod...

I am having the same issue!

We don't use an envelope system at our church either but for the last 3 years we have used the powerchurch system. Here is what we do: 1. We assisgned the numbers to our contributors starting with 101. So for example Joe Smith 101, Jeff Thompson 102, Jerry Stanley 103. 2. We created a report by expo...

You could code the pastor's sub account number the same as the group you want to show him with and run that report separate.. Example change his account number to 5105-100, then change the ministry account numbers to all have the -100 extension. You can then run a report on the -100 sub account numb...

When I processed payroll last week, I had one person who was not receiving a check. I marked that person's salary Not to process, but I didn't mark his deductions for health insurance, life, and retirement not to post. When I posted payroll it created an entry that posted to the GL called "REVERSAL"...

It's the time of month when I run payroll and here are my wishes. We are running version 10. 1. A single screen to enter the number of hours for each person. Example the screen would have a list of active employees and you would just edit the number of hours being paid for each person on their line....

Christ Community Church would love to help.

Contact the organization and send the check to them. DO NOT notate the individuals name on the check but on an enclosed letter. My understanding is this keeps it clean for the IRS.

Here are wishes for the next update: 1) On account reconciliation in Fund Accounting, after you select the account that you want to reconcile, the description would be on the screen both in the parameters page and reconciliation page. This would be helpful to those of us who reconcile multiple accou...