User Support Forum

It's when I print it that it doesn't show up :/

I have an invoice dated 12/15/2011, due 1/31/2012. I received a pmt. on 12/21/11, and on the a/r screen, it shows the pmt. reducing the balance due. However, when I print this invoice, it does not reflect the pmt. What am I doing wrong? Thanks,

I get a warning that I am posting to a year that does not match the current system year. I click continue, tell it to update fund accounting, and then it asks me which month to post to. Will it give me more choices after that screen? I'm afraid to put a month, for fear that it will post them all to ...

I have entered contributions for year end 2011 & the new year, 2012. When I post those, will they post to the correct years? It looks like they will post all to the month/year I specify. If I am correct, is there a way to "fix" this, other than deleting & re-entering all my contributions entries?

I entered a few transactions transferring funds from 1 bank account to another. The entry was: 02-1110-000 *** 02-4020-102 *** 02-1360-000 *** 02-1110-000 *** This entry debited the checking account (general fund account) and credited the income account. It then transferred the funds (same $ amt) fr...

Is there a way to track giving "units" - a husband/wife, as 1 unit? We track attendance and contributions by individuals, but we'd like to look at giving units. This would exclude children of members and visitors, but would include members & regular attenders. We want them by units, though, not indi...

Do the posted transactions "clear out" at the beginning of a new fiscal year? My entire list of posted transactions is gone, and I have no idea why. I can print account activity, etc., but can not see any posted transactions.

When I went to post items to paid, I got the following message. Would anyone know why I got this, or should I go ahead and contact tech support? POSTING IN PROGRESS AN ERROR OCCURRED DURING THE POSTING PROCESS. Please try again in a moment. If this continues to happen, please contact technical suppo...

Is there a report that will show me how many "envelope #s" gave each week? Not which #s, but a total of how many giving units gave each week.

Thanks,

It's coming into the GF (1 checking account) and getting moved to a separate checking account (which is where the MF is).

Can you set up a debit and credit to different funds in the contribution module or do the funds needs to match?

Along these lines, but a little different: When money comes in that is a pass-thru (getting passed on to a specific mission organization), it is deposited in the general fund, but transferred to the missions fund and paid from there. What is the best way to set up the debit & credit in the contribut...

Would this work?:

01-7000-022 XXX (Missions Expense in GF)
01-1110-000 XXX (GF Bank Account)

02-1360-000 XXX (Mission Bank Account)
02-4010-102 XXX (General Missions Income in MF)

We do want to show it going into the GF and as a missions expense of the GF.

OK, one more question: 15% of our general fund giving on a Sunday AM goes to missions. Since all of the funds are deposited in the GF, I make the bank transfer of 15% each week to the MF. I follow now how to make this asset transfer (b/w checking accounts). What about the expense side? It is an expe...

Is there a report that shows the week's expenses? We include this info.in our bulleting, and I wondered if there's an easy way to pull this info. from Powerchurch.

Thanks,