User Support Forum

Hi Cindy, You have two digits alpha/numeric to work with. You could designated and report that 80-99 are closed funds (i.e., closed F54 becomes F99) and or W1-ZZ - but you don't have four fields to work with so you can't include CF plus the fund number in that field. You can however include "closed"...

Hello, I've not attempted to build a custom report for fund balances, but have employed a workaround that may help you. As you know, PC+ does not allow us to "jump" fund numbers in a report (i.e., include F01, F10, and F50 and exclude F02, F09 and F49 in a fund balance report). But, the system does ...

Hello, Using John's excellent response as a basis; when you recorded the liability for the church (credit 2XXX) what account did you record the debit entry to? For example, when we (deposit) cash receipts to an asset account (DB - 1XXX) we would (most often) record an increase to income account(s) f...

Hello, I'd like to help - but will need more detail regarding what you are attempting to do. Are you adding a new asset account to an existing accounting fund (i.e., 1XXX savings)? Or do you want to add a new self-balancing accounting fund and then add an asset account to that new fund (i.e., Fund 0...

Hello Kathy, To add/edit the chart of accounts - Accounting>Fund Accounting>Maintain Chart of Accounts. Please know that there can be variables to consider for this type of entry/transaction - so I'd suggest discussing the specific amounts with your church accounting professional. The examples below...