FAQ - Accounting

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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NeilZ
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Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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FAQ - Accounting

Post by NeilZ »

These Frequently Asked Questions (FAQs) are exactly that. Questions that always seem to 'pop up' every few weeks. This list will be added to as needed:
I noticed today that everything I've posted in Funds Accounting for this month does not show up in the View Posted Transactions list. Also, I'm not able to change the working month to the current month. I can see my open months as I have fewer than 18 months open. Is there something more I need to do?
1. If your working month is still last month you won't see the items from THIS month.
2. You can have up to 18 months open at any one time, HOWEVER, you need to make sure you check to see what the system is setup for:
check the number of months setting on the File -> Preferences -> Accounting Setup Options -> Fund Accounting Is the setting set to 18 months. From what you're telling me, its probably setup for 12. Once you open it to 18, you should be able to change your working month to the current month.
3. Once you get to the point where you have 18 months are open, and you need to open the next month, you're going to have to close the 1st month, to then have the next month open. For example. You currently have months July 2013 through December 2014 open. That's 18 months. You cannot change the working month to January 2015 until you close July 2013.

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I have been researching the IRS site and did not see any information about changes in the Federal tax tables. I was wondering if you knew about any changes, I will be processing payroll soon, but wanted to have this information correct for processing.
The Circular E - Publication 15 has everything you need https://www.irs.gov/pub/irs-pdf/p15.pdf
How do you update the Payroll Tax Tables?
There is a video you can view: https://www.powerchurch.com/support/375 ... in-payroll

There is also a Knowledgebase Article that can assist you: https://www.powerchurch.com/support/140 ... tax-tables

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