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Setting up accounting.
Posted: Sun Jan 22, 2017 3:29 pm
by wendynorthside
I'm a brand new treasurer, and we just purchased Powerchurch 11.55. So, I'm out of my comfort zone to say the least!! I'm in accounting setup assistant. Our church year starts in Sept, but we are just starting with December information. When it asks for year to date utilities and other bills, should I just enter December's or combine my totals since Sept in the edit and finish step of expenses?
Re: Setting up accounting.
Posted: Sun Jan 22, 2017 4:17 pm
by NeilZ
wendynorthside wrote:I'm a brand new treasurer, and we just purchased Powerchurch 11.55. So, I'm out of my comfort zone to say the least!! I'm in accounting setup assistant. Our church year starts in Sept, but we are just starting with December information. When it asks for year to date utilities and other bills, should I just enter December's or combine my totals since Sept in the edit and finish step of expenses?
If you setup Powerchurch to begin the fiscal year in September, you really need to include all the data on expenses and income since September 1st if you want to reflect fiscal year reports properly.
The setup assistant is going to walk you through doing this, and when it asks year-to-date totals for certain expenses, you should do what it suggests
Thank you!
Posted: Sun Jan 22, 2017 5:02 pm
by wendynorthside
NeilZ wrote:wendynorthside wrote:I'm a brand new treasurer, and we just purchased Powerchurch 11.55. So, I'm out of my comfort zone to say the least!! I'm in accounting setup assistant. Our church year starts in Sept, but we are just starting with December information. When it asks for year to date utilities and other bills, should I just enter December's or combine my totals since Sept in the edit and finish step of expenses?
If you setup Powerchurch to begin the fiscal year in September, you really need to include all the data on expenses and income since September 1st if you want to reflect fiscal year reports properly.
The setup assistant is going to walk you through doing this, and when it asks year-to-date totals for certain expenses, you should do what it suggests