User Support Forum

The budget report under the Account Funding Reports menu is showing accounts for 2010 that are inactive, have had no activity for 2010, and have no budget for 2010. They did have a budget in 2009. How do I get them to not show up on the report. I was going to change the status on the account to 'no ...

I've gone through the help and found how to export the info in order to create a file to send to Lifetouch but the directions say I will be prompted to print a hard copy but I'm not getting that prompt. The file that gets created is a lcd file which my computer wont' open. Any thoughts as to how I c...

That worked great. Thank you.

Is it possible to do a wildcard search in the 'references from & to' fields when running the journal report? I need to look for a transaction that might have the word 'fall' in the reference field. Or is there another report I can run that will let me search for the word 'fall' possibly in the line ...

I have an account 01-1122 which is a money market checking account. The 01 Fund is our General Fund which handles operating expenses. I would like to set up a fund 05 to handle our Money Market Bank Account so can I use the Move Account Buttom to move the figures from 01-1122 to 05-1122 or should I ...

The reason I asked the question was becasue my printer messed up and did not print the reconcilliation report. Is there somewhere I can go to find out what the Difference was that I was out of balance?

When I reconcile a bank account I know that I can print the reconcilliation report. Is it possible to go back and print th reconcilliation report after that on another day?

An amount got posted to the wrong fund and so it was reversed and posted to the right fund. When you look at the contribution stmt it shows the correct total fund summary but it didn't reverse the amount from the pledge summary actual amount. Did we miss a step?

Thank you so much. You have been very helpful with all of my problems.

I've got a member w/ a birth date of 08/27/09. I'm running a selected dates report using the m and d search option for August and it's not picking up this member. It's picking up other people in August. Could his data be corrupt or something?

The screens I type info into are small. Is there a way to enlarge them?

Is there a report set up currently that will tell me which Expense & Income accounts pull from which checking (asset) accounts? Or a checking account report that will list the Expense & Income accounts that pull off it. I'm cleaning up accounts behind someone and I need to know which accounts are ti...

Is there a report that will allow me to search for a transaction by the amount?

I don't believe so. I didn't select any. I've opened each field in the 'select fields to show in query' and selected 'remove this fields designation'.

My join date is under maintain personal profiles, Dates & Codes Tab, in the 4th Date Field above User Codes. There is even a drop down arrow that lets me select a date from a calendar.