Step by step instructions

[sweettea]

I am new to power church and have read the manual and looked in the forum but was wondering if anyone has a step by step process so I am confident I don't leave anything undone. Thanks!

[NeilZ]

I am new to power church and have read the manual and looked in the forum but was wondering if anyone has a step by step process so I am confident I don't leave anything undone. Thanks!

If you could explain what exactly you are looking for it would help!

If you're talking about accounting setup, if you followed the setup wizard step by step, you should have covered everything. If you followed the directions, and had all the info the manual said to have put together before you started, you should be able to enter all the data when it is requested by accounting setup and not miss anything.

[sweettea]

I am actually looking for steps to follow like...enter invoice, print checks, post to a/p then post to accounting??

[NeilZ]

I am actually looking for steps to follow like...enter invoice, print checks, post to a/p then post to accounting??

That's about it, except when you post to AP, it will send the transactions to Funds Accounting. Same with Payroll. After those posts, you then post all the unposted transactions that came in to Funds Accounting using the Post Transactions function there.


So:
Accounts Payable:
Add Invoice - for checks to be printed - Release restricted funds if needed
Add Manual Check - for EFT - Release restricted funds if needed
Print Checks - for those invoices that need checks printed.
Post To Paid Items File & Fund Accounting

Payroll
Run Payroll
Print checks
Post Payroll

Funds Accounting
Post Transactions

[sweettea]

Thanks so much! Just didn't want to overlook a step.