Fund accounting - Modify

[harveydutkewich]

When we did posting of contributions, we could go into Accounting - fund accounting - modify transactions and the last posting would be the item that showed up. After the last maintenance, that is not the case. It defaults back to a cheque that was written before. It was very convenient the other way because we had several different types of deposits and EFTs as well as on-line and transfers that we do on a Sunday and to check them over, we have to always search for them. Is there some setting I have to change or is it something we lost in the last update?

[NeilZ]

When we did posting of contributions, we could go into Accounting - fund accounting - modify transactions and the last posting would be the item that showed up. After the last maintenance, that is not the case. It defaults back to a cheque that was written before. It was very convenient the other way because we had several different types of deposits and EFTs as well as on-line and transfers that we do on a Sunday and to check them over, we have to always search for them. Is there some setting I have to change or is it something we lost in the last update?

Nothing has changed in the way the system works. When you post Contributions, it creates a transaction for Funds Accounting which is placed in the Unposted Transactions queue of Funds Accounting.

I'm not sure what you mean by 'defaulting' to a cheque that was written before. If Funds Accounting has been posted, there should be nothing there. After you post from Contributions, that Contributions transactions should be the only thing in the queue.