User Support Forum

Is it possible to link the employees payroll contact data (address, etc.) to the membership module so that when an employee who is a member of the church with an envelop number has an address change that is entered by the membership secretary the update will be reflected in the payroll module. Same ...

Merging accounts is fairly straight forward; but how can one merge funds. We would like to reduce the number of funds and need to merge two or more into one fund; i.e. Merge Fund 07 and all it's accounts into Fund 02.
Thanks.

When entering invoices into AP module if you include a definitive description for the invoice in the description box, run the checks and pay the vendor; no issue. But when you run reports from the AP module the systems picks up one of the invoice descriptions and reports that check issues for that r...

When exporting from the Utility Menu to a MDB file, the Access file, when opened in Access 2007 does not include numeric values out to the penny, but seem to round off to the nearest whole dollar. How can we export to a MDB Access file and capture all of the numeric values including cents? Thanks, D...

Here are the details of the AP Custom Report: Record Filter: (Transaction dates between 10/01/2010 and 10/29/2010) and (Type exactly matches Manual Check or Computer Check) Output Fields: Transaction Date, Reference, Vendor Name, Transaction Amount, Transaction Type, Transaction Description Order by...

For events scheduled in PCPlus11 further out that 14 days, how can we include these events in the synchronization process to post our future or recurring events to a Google Web calendar? Also, the term synchronization should infer that the web google calendar and the PCPlus11 Event calendar would be...

PCPlus11

When running an AP Custom report for disbursements, manual and computer generated checks, I need to show the description from the invoice that was entered into the Maintain Invoices. However, when a check is issued for multiple invoices, the description field is distorted and picks up one of the inv...

Thank you all. Our Finance Committee has discussed your responses and we do agree with them Our plan is to 'purchase the cards' from the retailer; set up an AP record to pay for the cards (at the discounted value) and an Asset account to hold the discounted value of the card. When the member of the ...

Thanks for the insight. However, we do need to report a Contribution for the purchaser of the discount card at the value of the income to be reported in the AR transaction. The only income we show is the discounted value, not the total payment by the purchaser of the card.

Situation: receiving contributions for purchase of local retailer discount card. Contribution module posting to FA module as Liability - Pass Thru - Local Retailer. When Treasurer pays for the cards, the treasurer is offsetting the liability. Ex: church purchases 5 - $100 in discount cards from reta...

When viewing posted transactions it would be very helpful for check references if the payee name could be displayed; currently it appears that the description of one of the invoice descriptions included in a check with multiple invoices is displayed. If the check is voided, then the posted transacti...

Is there a way when running a Balance Sheet and/or Balance Sheet by Fund report to include the pending AP items from the Accounts Payable module? Invoices are loaded into the AP module and scheduled for payment; however, when we review our Balance Sheet position, we have to manually incorporate the ...

When setting up transfer accounts (2 for each Fund), these new accounts need to close to an Equity Account. Is one Equity account to be created for recording both transfers-to and transfers-out of each fund? Example: Acct 9010-000 Transfer to 01 Fund - closes to 3910-000 Fund 01 transfers Acct 9510-...

What is the best method to use to track recurring contributions? Contributor submits direct deposit to church bank account from there personal account including frequency and dollar amount. Currently we only capture these deposits monthly from back statements. How can we set up in Accounts Receivabl...