User Support Forum

When entering contributions using the check reader, if we receive a check that has never before been scanned: IF THE CONTRIBUTOR IS SET UP IN INTEGRATED DATA ENTRY - They visited before, but did not make a contribution at that time so, therefore DO NOT HAVE A NUMBER ASSIGNED TO THEM When you scan th...

My reconcilation is out of balance. So, I guess the answer is that I would never want to click "done" on an out of balance bank statement reconciliation. I need to setup a line item as a "suspense" account for outages and force balance my statment to zero, before clicking "Done". I did not know if P...

It worked beautifully!

Thank you for your help, John! I'm a little slow sometimes, but I try to figure it out!

Actually, I think it's the other way around. We owe the money to them, and they did not debit us for enough. I have contacted them, but they do not seem to think there is an error. So, I thought I would "suspense" it for a month and see what happens. All my other entries are reconciled except this o...

This credit card was opened a couple of years ago and was used when we had to move out of our building to fund our setup expenses. Since that time, we have changed Pastors. Starting this year, we closed the credit card and I was told not to itemize on this year, as we were only making payments to th...

I have a $75.00 outage on my May bank statement that I think is related to our payroll company due to entries made on their end to pay a phone stipend back payment. I need to carry this amount for a month, as I think they are going to find the difference this month, and I will need it to reconcile t...

Hi, John! When we did our budget for this year, our credit card liability was recorded as an expense line item so that it could be handled as a budget item. (We realize this was not correct.) We need to move it to a liability account, where it belongs, so that we can see our outstanding balance on t...