Search found 10222 matches

by NeilZ
Tue Jan 16, 2024 11:56 am
Forum: Accounting
Topic: How do I account for income coming from Stripe
Replies: 3
Views: 1802

Re: How do I account for income coming from Stripe

These funds are monies for a youth event, they are not contributions. I have debited the 01 fund account and credited the Youth Event Income account. When I ran a balance sheet, it showed the correct amount in the youth income account, so I think I've done it correctly. FWIW ... It should have been...
by NeilZ
Tue Jan 16, 2024 12:46 am
Forum: Accounting
Topic: posted contributions not appearing in reconciliation report
Replies: 6
Views: 18816

Re: posted contributions not appearing in reconciliation report

Contributions posted on a specific date are not appearing in the reconciliation report. The fund report shows that contributions were entered/posted to the correct fund, and the date is not an issue. Karen Standerwick admin@fpcmonett.com ksnevin@gmail.com Karen, I'm assuming you posted from Contrib...
by NeilZ
Tue Jan 16, 2024 12:40 am
Forum: Accounting
Topic: Payroll - Allocate Sick Time
Replies: 2
Views: 1964

Re: Payroll - Allocate Sick Time

I'm new to the allocation of sick time as it just became law in Minnesota that all employees receive sick time. Example - A part-time employee earns two hours of sick time each month. When and how do I allocation that? I've looked at the Time off section of the employee. I was thinking that when th...
by NeilZ
Tue Jan 16, 2024 12:33 am
Forum: Contributions
Topic: Indirect/Soft Gifts
Replies: 10
Views: 1381

Re: Indirect/Soft Gifts

I thought the OP was asking about how to record donations from, e.g., a DAF (Donor advised fund). I.e., the person who earned the money donated it to a charity and took the charitable contribution deduction when that donation was made to the DAF (there are DAFs called "Fidelity Charitable", "Schwab...
by NeilZ
Mon Jan 15, 2024 2:40 am
Forum: Contributions
Topic: Error Message in emailing statements
Replies: 7
Views: 6181

Re: Error Message in emailing statements

We are getting an error message of "A problem occurred connecting to SMTP server prior to sending the emails. Authentication unsuccessful user credentials are incorrect." It won't let me get past this and send our statements out by email. Any help would be greatly appreciated. Do you use any sort o...
by NeilZ
Mon Jan 15, 2024 2:38 am
Forum: Accounting
Topic: Beginning Balance setup
Replies: 2
Views: 1672

Re: Beginning Balance setup

I'm new to PC using V14. The account setup was already setup, chart of accounts organized. Where do I go to add our beginning balance without resetting? I don't want to loose all my work. Normally you would do this when creating the accounts in the Accounting Setup. I'm going to assume by 'beginnin...
by NeilZ
Mon Jan 15, 2024 2:32 am
Forum: Accounting
Topic: Church Logo on Receivable Invoices
Replies: 1
Views: 1055

Re: Church Logo on Receivable Invoices

I am hoping to be able to add a logo to our accounts receivable invoices. The last discussion on this Support Forum was in 2017, so I was hoping maybe it has since been added. Comments - other than printing to pre-printed stationary. If you don't see that option on the print invoices report, and I ...
by NeilZ
Mon Jan 15, 2024 2:23 am
Forum: Accounting
Topic: change starting balance
Replies: 21
Views: 79023

Re: change starting balance

It's been the same for years. My bank reconciliation balances to zero each month. EG... Statement Balance = 354,787.32 -Outstanding Chqs 126,348.50 +Outstanding Dep's 15,145.73 = 243,584.55 BUT my GL actual balance is 247,003.94 (which is also what the Balance Sheet Shows) A difference of $3419.39 ...
by NeilZ
Sat Jan 13, 2024 1:11 am
Forum: Accounting
Topic: New User
Replies: 1
Views: 411

Re: New User

Is there a easy read quick starter reference document anywhere. I am looking for step 1, step 2 etc. all one flow. what function is used to pay monthly bills. Do you use the manual check features or us the ap function. Is there a template for weekly bills? Any help would be greatly appreciated. You...
by NeilZ
Sat Jan 13, 2024 1:06 am
Forum: Contributions
Topic: Indirect/Soft Gifts
Replies: 10
Views: 1381

Re: Indirect/Soft Gifts

Is there a way to log an indirect gift/"soft" gift, such as a donor requesting that their Charitable Fund or Donor Designated Fund give the gift. But the donor who requested that is the contact and responsible one that we'd like to thank, even if we don't send them a tax-deductible receipt for the ...
by NeilZ
Sat Jan 13, 2024 12:59 am
Forum: Accounting
Topic: How do I account for income coming from Stripe
Replies: 3
Views: 1802

Re: How do I account for income coming from Stripe

We haven't used a company to accept payments before. Stripe will collect money online and deposit it to our bank account as funds are received. Do you know how I will account for this? We are using it for Youth. We only have 1 bank account that everything uses. I have a youth income 4880-000 Youth ...
by NeilZ
Sat Jan 13, 2024 12:56 am
Forum: Accounting
Topic: Accounts Payable -Repeating Items-Stop Date
Replies: 1
Views: 1725

Re: Accounts Payable -Repeating Items-Stop Date

We set repeating items in our accounts payable module. Is there a way to set end date for a repeating item? If yes, how. I could not find such option in the repeating item window. Thanks for the reply. Using: Powerchurch online. There isn't a way to do that. What I usually do it just enter an amoun...
by NeilZ
Wed Jan 10, 2024 3:33 pm
Forum: Contributions
Topic: Year end Contribution Statement question
Replies: 1
Views: 2044

Re: Year end Contribution Statement question

This is my first year printing year end contribution statements for our members. I have noticed that deceased spouses are still showing up in the addressee area even though the spouse has been marked as deceased under membership. This seems really tacky and hurtful to send, especially for a spouse ...
by NeilZ
Wed Jan 10, 2024 7:48 am
Forum: Membership
Topic: Recording Attendance Number
Replies: 4
Views: 2428

Re: Recording Attendance Number

We would like to record the number of attendees at each Sunday worship service. We have no need to record the names of the worshipers, we simply want to record the number of worshipers . Is this possible? I haven't found a way to process this type of entry. Thank you in advance! The 'fast data entr...
by NeilZ
Wed Jan 10, 2024 7:44 am
Forum: Accounting
Topic: Before Printing Checks Check for Funds
Replies: 1
Views: 1635

Re: Before Printing Checks Check for Funds

Hello, Is there a way to prevent AP from printing checks for certain restricted fund balance or for general operations that there was budgetted expenses left in the year for that line item? We currently see negative fund balances or go over the budget as there is no warning message to the AP person...